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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,521 | $52,379+53.7% | $46,225+74.2% | $273,972-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 11.08% | 7.23%+3.8pp | 7.57%+3.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $11,803 | $4,226+179.3% | $3,424+244.7% | $4,869+142.4% |
| Participant deferral / active EE | $12,900 | $4,660+176.8% | $3,776+241.6% | $5,287+144.0% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |