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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,542 | $106,280+12.5% | $96,538+23.8% | $139,487-14.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.05% | 38.48%-21.4pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $9,044 | $4,107+120.2% | $3,740+141.8% | $4,755+90.2% |
| Participant deferral / active EE | $12,050 | $5,457+120.8% | $4,880+146.9% | $6,713+79.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |