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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,457 | $117,829+49.8% | $102,423+72.3% | $145,877+21.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.66% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $16,853 | $3,615+366.3% | $3,023+457.5% | $4,663+261.4% |
| Participant deferral / active EE | $28,000 | $5,732+388.5% | $5,054+454.0% | $6,691+318.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |