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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,288 | $111,814+43.4% | $103,378+55.1% | $145,978+9.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 24.80%-7.4pp | 24.91%-7.5pp | 550.52%-533.1pp |
| Employer contribution / active EE | $13,111 | $4,215+211.0% | $3,870+238.7% | $4,662+181.2% |
| Participant deferral / active EE | $14,341 | $5,618+155.3% | $5,058+183.6% | $6,690+114.4% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |