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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,981 | $148,623-3.8% | $135,974+5.2% | $139,466+2.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.98% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $43,500 | $5,246+729.1% | $4,859+795.3% | $4,754+815.0% |
| Participant deferral / active EE | $26,250 | $8,103+224.0% | $7,760+238.3% | $6,712+291.1% |
| Admin fee / account holder | $269 | $12,406-97.8% | $10,767-97.5% | $11,409-97.6% |