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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,678 | $154,228-13.3% | $145,433-8.1% | $137,256-2.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.20% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $22,205 | $4,804+362.2% | $4,554+387.5% | $4,156+434.3% |
| Participant deferral / active EE | $19,038 | $8,216+131.7% | $7,897+141.1% | $6,407+197.1% |
| Admin fee / account holder | $143 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |