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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,471 | $110,337+59.0% | $102,383+71.4% | $145,877+20.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.21% | 24.83%-7.6pp | 24.94%-7.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $15,331 | $4,216+263.6% | $3,870+296.1% | $4,663+228.8% |
| Participant deferral / active EE | $11,131 | $5,621+98.0% | $5,060+120.0% | $6,691+66.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |