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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,034 | $110,240+16.1% | $96,544+32.6% | $139,487-8.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.77% | 26.41%-7.6pp | 25.88%-7.1pp | 373.84%-355.1pp |
| Employer contribution / active EE | $10,000 | $3,622+176.1% | $2,966+237.1% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |