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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,905 | $81,321+22.9% | $68,509+45.8% | $59,188+68.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | 23.69% | 4.65%+19.0pp | 8.27%+15.4pp | 5.51%+18.2pp |
| Employer contribution / active EE | $10,741 | $3,297+225.8% | $2,278+371.5% | $2,098+411.9% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |