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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,997 | $201,344-21.0% | $184,243-13.7% | $145,877+9.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.29% | 29.01%-13.7pp | 28.82%-13.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $18,307 | $7,022+160.7% | $6,427+184.8% | $4,663+292.6% |
| Participant deferral / active EE | $16,922 | $9,807+72.6% | $9,132+85.3% | $6,691+152.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |