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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,067 | $106,267+93.9% | $96,520+113.5% | $139,456+47.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.52% | 38.45%-22.9pp | 35.72%-20.2pp | 373.45%-357.9pp |
| Employer contribution / active EE | $31,328 | $4,105+663.2% | $3,739+738.0% | $4,753+559.2% |
| Participant deferral / active EE | $5,500 | $5,454+0.8% | $4,879+12.7% | $6,711-18.0% |
| Admin fee / account holder | $176 | $7,882-97.8% | $6,733-97.4% | $11,407-98.5% |