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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,732 | $141,004+23.2% | $112,273+54.7% | $139,466+24.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.02% | 32.75%-11.7pp | 30.23%-9.2pp | 373.66%-352.6pp |
| Employer contribution / active EE | $18,889 | $4,285+340.8% | $3,431+450.5% | $4,754+297.3% |
| Participant deferral / active EE | $19,986 | $5,878+240.0% | $4,800+316.4% | $6,712+197.8% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |