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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,135 | $106,247+45.1% | $96,515+59.7% | $139,466+10.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.66% | 38.47%-22.8pp | 35.73%-20.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $12,895 | $4,106+214.1% | $3,740+244.8% | $4,754+171.3% |
| Participant deferral / active EE | $6,611 | $5,456+21.2% | $4,880+35.5% | $6,712-1.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |