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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,275 | $115,911+47.8% | $100,530+70.4% | $158,950+7.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.92% | 34.80%-17.9pp | 30.89%-14.0pp | 302.91%-286.0pp |
| Employer contribution / active EE | $3,340 | $4,104-18.6% | $3,418-2.3% | $4,762-29.9% |
| Participant deferral / active EE | $13,903 | $6,676+108.3% | $6,271+121.7% | $5,983+132.4% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |