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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,043 | $223,823-32.1% | $211,142-28.0% | $154,746-1.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.87% | 50.39%-32.5pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $18,919 | $6,787+178.8% | $6,442+193.7% | $4,379+332.0% |
| Participant deferral / active EE | $9,247 | $9,750-5.2% | $9,284-0.4% | $6,730+37.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |