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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,356 | $90,504+141.3% | $78,690+177.5% | $273,965-20.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.59% | 75.61%-66.0pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $16,169 | $3,176+409.1% | $2,851+467.2% | $4,869+232.1% |
| Participant deferral / active EE | $14,263 | $3,901+265.6% | $3,517+305.6% | $5,287+169.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |