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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,731 | $140,592+65.5% | $123,105+89.1% | $125,389+85.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.20% | 16.80%-14.6pp | 13.22%-11.0pp | 282.24%-280.0pp |
| Employer contribution / active EE | $21,476 | $6,041+255.5% | $5,151+316.9% | $4,866+341.3% |
| Participant deferral / active EE | $18,275 | $6,980+161.8% | $6,229+193.4% | $5,352+241.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |