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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,069 | $117,846+106.3% | $102,434+137.3% | $145,884+66.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.75% | 31.90%-14.1pp | 29.46%-11.7pp | 551.85%-534.1pp |
| Employer contribution / active EE | $35,456 | $3,615+880.9% | $3,023+1072.8% | $4,662+660.5% |
| Participant deferral / active EE | $20,333 | $5,733+254.6% | $5,055+302.2% | $6,690+204.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |