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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,255 | $199,109-22.5% | $173,730-11.2% | $154,746-0.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.87% | 20.02%-8.1pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $27,751 | $5,311+422.5% | $4,577+506.3% | $4,379+533.7% |
| Participant deferral / active EE | $2,776 | $7,113-61.0% | $6,326-56.1% | $6,730-58.8% |
| Admin fee / account holder | $216 | $20,916-99.0% | $17,523-98.8% | $14,365-98.5% |