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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,307 | $209,336-33.9% | $197,124-29.8% | $137,256+0.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.60% | 48.09%-25.5pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $16,831 | $6,591+155.4% | $6,227+170.3% | $4,156+305.0% |
| Participant deferral / active EE | $21,585 | $9,614+124.5% | $9,135+136.3% | $6,407+236.9% |
| Admin fee / account holder | $129 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |