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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,885 | $209,336-29.8% | $197,124-25.5% | $137,256+7.0% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.7%+7.4pp | 80.0%+14.2pp |
| Annual return | 24.75% | 48.09%-23.3pp | 44.34%-19.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,941 | $6,591-55.4% | $6,227-52.8% | $4,156-29.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |