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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,851 | $106,247+11.9% | $96,515+23.1% | $139,466-14.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.94% | 38.47%-14.5pp | 35.73%-11.8pp | 373.66%-349.7pp |
| Employer contribution / active EE | $14,961 | $4,106+264.4% | $3,740+300.1% | $4,754+214.7% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |