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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,559 | $77,707+79.6% | $70,160+98.9% | $139,466+0.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.28% | 19.30%-4.0pp | 19.08%-3.8pp | 373.66%-358.4pp |
| Employer contribution / active EE | $3,803 | $4,986-23.7% | $4,285-11.3% | $4,754-20.0% |
| Participant deferral / active EE | $11,450 | $6,443+77.7% | $5,394+112.3% | $6,712+70.6% |
| Admin fee / account holder | $0 | $5,397-100.0% | $4,582-100.0% | $11,409-100.0% |