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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,817 | $167,522+32.4% | $151,639+46.3% | $134,532+64.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.36% | 7.81%-24.2pp | 3.34%-19.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $16,291 | $6,828+138.6% | $6,165+164.2% | $4,741+243.6% |
| Participant deferral / active EE | $13,186 | $8,986+46.7% | $8,363+57.7% | $6,401+106.0% |
| Admin fee / account holder | $110 | $13,780-99.2% | $11,613-99.1% | $11,429-99.0% |