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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,288 | $110,337+45.3% | $102,383+56.6% | $145,877+9.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 24.83%-7.4pp | 24.94%-7.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $13,111 | $4,216+211.0% | $3,870+238.7% | $4,663+181.2% |
| Participant deferral / active EE | $14,341 | $5,621+155.2% | $5,060+183.4% | $6,691+114.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |