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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,240 | $154,228-15.6% | $145,433-10.4% | $137,256-5.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.64% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $7,440 | $4,804+54.9% | $4,554+63.4% | $4,156+79.0% |
| Participant deferral / active EE | $15,000 | $8,216+82.6% | $7,897+89.9% | $6,407+134.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |