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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,493 | $100,970+75.8% | $96,576+83.8% | $137,256+29.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.64% | 38.16%-24.5pp | 38.47%-24.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $16,000 | $3,809+320.0% | $3,553+350.3% | $4,156+285.0% |
| Participant deferral / active EE | $11,920 | $8,286+43.9% | $7,956+49.8% | $6,407+86.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |