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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,589 | $97,765+103.1% | $103,486+91.9% | $145,884+36.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.96% | 25.44%-13.5pp | 23.93%-12.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $9,682 | $4,687+106.6% | $4,679+106.9% | $4,662+107.7% |
| Participant deferral / active EE | $12,047 | $6,606+82.4% | $6,628+81.8% | $6,690+80.1% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |