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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,810 | $111,814+51.9% | $103,378+64.3% | $145,978+16.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.44% | 24.80%-4.4pp | 24.91%-4.5pp | 550.52%-530.1pp |
| Employer contribution / active EE | $7,960 | $4,215+88.8% | $3,870+105.7% | $4,662+70.7% |
| Participant deferral / active EE | $15,234 | $5,618+171.2% | $5,058+201.2% | $6,690+127.7% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |