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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,137 | $106,280+127.8% | $96,538+150.8% | $139,487+73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.05% | 38.48%-17.4pp | 35.74%-14.7pp | 373.84%-352.8pp |
| Employer contribution / active EE | $16,177 | $4,107+293.9% | $3,740+332.5% | $4,755+240.2% |
| Participant deferral / active EE | $10,508 | $5,457+92.6% | $4,880+115.3% | $6,713+56.5% |
| Admin fee / account holder | $56 | $7,888-99.3% | $6,737-99.2% | $11,407-99.5% |