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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,508 | $154,228-8.9% | $145,433-3.4% | $137,256+2.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.10% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $11,080 | $4,804+130.6% | $4,554+143.3% | $4,156+166.6% |
| Participant deferral / active EE | $19,057 | $8,216+131.9% | $7,897+141.3% | $6,407+197.4% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |