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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,103 | $110,379+50.5% | $102,412+62.2% | $145,884+13.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.36% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,732 | $4,216-35.2% | $3,870-29.4% | $4,662-41.4% |
| Participant deferral / active EE | $10,156 | $5,622+80.7% | $5,060+100.7% | $6,690+51.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |