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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,293 | $113,941+21.4% | $94,229+46.8% | $125,389+10.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.16% | 5.29%-5.5pp | 10.68%-10.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $10,270 | $4,727+117.3% | $3,587+186.3% | $4,866+111.1% |
| Participant deferral / active EE | $8,543 | $5,179+65.0% | $4,320+97.7% | $5,352+59.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |