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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,942 | $90,486+24.8% | $78,676+43.6% | $273,972-58.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.53% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $36,872 | $3,175+1061.3% | $2,850+1193.7% | $4,869+657.3% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |