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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,807 | $167,533+26.4% | $151,645+39.7% | $134,545+57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.88% | 7.81%-24.7pp | 3.34%-20.2pp | 418.37%-435.3pp |
| Employer contribution / active EE | $7,729 | $6,828+13.2% | $6,165+25.4% | $4,742+63.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |