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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,788 | $183,592+26.8% | $155,567+49.6% | $145,959+59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.72% | 61.24%-43.5pp | 64.74%-47.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $1,436 | $5,315-73.0% | $4,674-69.3% | $4,661-69.2% |
| Participant deferral / active EE | $7,360 | $6,464+13.9% | $5,628+30.8% | $6,689+10.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |