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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,989 | $113,941+88.7% | $94,228+128.2% | $125,388+71.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.32% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $16,986 | $4,727+259.3% | $3,587+373.6% | $4,866+249.1% |
| Participant deferral / active EE | $12,660 | $5,179+144.5% | $4,320+193.0% | $5,352+136.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |