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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,360 | $110,410+8.1% | $102,437+16.5% | $145,897-18.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.0pp |
| Employer contribution / active EE | $8,726 | $4,217+106.9% | $3,871+125.4% | $4,663+87.2% |
| Participant deferral / active EE | $7,554 | $5,622+34.4% | $5,060+49.3% | $6,689+12.9% |
| Admin fee / account holder | $84 | $9,745-99.1% | $8,388-99.0% | $13,390-99.4% |