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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,577 | $126,661+69.4% | $113,397+89.2% | $138,895+54.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.91% | 25.05%-7.1pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,577 | $3,456-25.4% | $2,977-13.4% | $4,194-38.6% |
| Participant deferral / active EE | $14,237 | $5,693+150.1% | $5,076+180.5% | $6,396+122.6% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |