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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,551 | $117,829+17.6% | $102,423+35.3% | $145,877-5.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.25% | 31.83%-17.6pp | 29.42%-15.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,442 | $5,732-22.5% | $5,054-12.1% | $6,691-33.6% |
| Admin fee / account holder | $202 | $13,335-98.5% | $9,455-97.9% | $13,402-98.5% |