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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,427 | $72,303+87.3% | $86,698+56.2% | $64,824+108.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | 15.63% | 392.77%-377.1pp | 35.96%-20.3pp | 32.84%-17.2pp |
| Employer contribution / active EE | $16,185 | $2,393+576.4% | $2,837+470.5% | $2,507+545.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |