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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,387 | $165,939+9.3% | $122,354+48.2% | $147,586+22.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.61% | 34.56%-20.9pp | 30.28%-16.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,883 | $5,754-67.3% | $4,051-53.5% | $4,876-61.4% |
| Participant deferral / active EE | $4,781 | $4,005+19.4% | $3,287+45.5% | $5,439-12.1% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |