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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,501 | $275,752-49.8% | $256,809-46.1% | $198,609-30.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 25.54% | 34.81%-9.3pp | 32.73%-7.2pp | 202.70%-177.2pp |
| Employer contribution / active EE | $6,238 | $7,721-19.2% | $7,263-14.1% | $5,055+23.4% |
| Participant deferral / active EE | $19,472 | $10,037+94.0% | $9,520+104.5% | $6,977+179.1% |
| Admin fee / account holder | $151 | $25,716-99.4% | $25,146-99.4% | $19,030-99.2% |