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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,359 | $118,488-10.2% | $98,462+8.0% | $139,487-23.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.24% | 18.96%+3.3pp | 21.17%+1.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $9,236 | $3,611+155.8% | $3,049+202.9% | $4,755+94.2% |
| Participant deferral / active EE | $10,947 | $5,393+103.0% | $4,738+131.0% | $6,713+63.1% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |