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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,885 | $223,823-34.4% | $211,142-30.4% | $154,746-5.1% |
| Participation rate | 94.1% | 87.9%+6.3pp | 87.3%+6.8pp | 80.7%+13.4pp |
| Annual return | 24.75% | 50.39%-25.6pp | 46.84%-22.1pp | 172.34%-147.6pp |
| Employer contribution / active EE | $2,941 | $6,787-56.7% | $6,442-54.3% | $4,379-32.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |