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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,608 | $106,236+100.1% | $96,496+120.3% | $139,427+52.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.87% | 38.43%-19.6pp | 35.70%-16.8pp | 373.27%-354.4pp |
| Employer contribution / active EE | $21,113 | $4,104+414.5% | $3,738+464.8% | $4,752+344.3% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |