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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,827 | $106,267+46.6% | $96,520+61.4% | $139,456+11.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.00% | 38.45%-18.5pp | 35.72%-15.7pp | 373.45%-353.5pp |
| Employer contribution / active EE | $1,367 | $4,105-66.7% | $3,739-63.4% | $4,753-71.2% |
| Participant deferral / active EE | $11,569 | $5,454+112.1% | $4,879+137.1% | $6,711+72.4% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |