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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,315 | $174,379-46.5% | $152,093-38.6% | $138,895-32.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 29.60% | 74.86%-45.3pp | 66.36%-36.8pp | 145.39%-115.8pp |
| Employer contribution / active EE | $6,953 | $4,652+49.5% | $4,175+66.6% | $4,194+65.8% |
| Participant deferral / active EE | $8,340 | $6,159+35.4% | $5,451+53.0% | $6,396+30.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |