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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,599 | $167,522+15.6% | $151,639+27.7% | $134,532+43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.94% | 7.81%-21.8pp | 3.34%-17.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $21,329 | $6,828+212.4% | $6,165+246.0% | $4,741+349.9% |
| Participant deferral / active EE | $8,167 | $8,986-9.1% | $8,363-2.4% | $6,401+27.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |