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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,407 | $100,262+63.0% | $81,370+100.8% | $145,897+12.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.58% | 34.52%-11.9pp | 24.85%-2.3pp | 552.29%-529.7pp |
| Employer contribution / active EE | $2,686 | $2,979-9.8% | $2,464+9.0% | $4,663-42.4% |
| Participant deferral / active EE | $19,700 | $4,612+327.1% | $3,885+407.0% | $6,689+194.5% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |