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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,110 | $124,314+25.6% | $109,163+43.0% | $167,518-6.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.54% | 26.04%-12.5pp | 25.75%-12.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $18,323 | $4,209+335.3% | $3,723+392.2% | $4,838+278.7% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $4 | $7,973-99.9% | $6,754-99.9% | $12,312-100.0% |