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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,065 | $115,225+93.6% | $100,712+121.5% | $138,895+60.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.75% | 40.35%-18.6pp | 33.27%-11.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,500 | $2,771-9.8% | $2,313+8.1% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |