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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,062 | $93,182+48.2% | $146,647-5.9% | $79,389+73.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 26.69% | 21.61%+5.1pp | 22.75%+3.9pp | 116.89%-90.2pp |
| Employer contribution / active EE | $13,235 | $2,420+447.0% | $4,137+219.9% | $2,428+445.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |