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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,639 | $176,794-15.4% | $146,647+2.0% | $167,553-10.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 35.33% | 24.04%+11.3pp | 22.75%+12.6pp | 478.89%-443.6pp |
| Employer contribution / active EE | $7,931 | $5,161+53.7% | $4,137+91.7% | $4,840+63.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |