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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,901 | $124,351-1.2% | $109,188+12.6% | $167,553-26.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 32.14% | 26.04%+6.1pp | 25.76%+6.4pp | 478.89%-446.8pp |
| Employer contribution / active EE | $42,860 | $4,210+918.1% | $3,723+1051.2% | $4,840+785.6% |
| Participant deferral / active EE | $8,497 | $5,257+61.6% | $4,654+82.6% | $6,343+34.0% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |