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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,151 | $51,184+56.6% | $66,439+20.6% | $86,983-7.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 17.58% | 17.07%+0.5pp | 757.66%-740.1pp | 25.83%-8.3pp |
| Employer contribution / active EE | $4,328 | $2,023+114.0% | $2,637+64.1% | $2,584+67.5% |
| Participant deferral / active EE | $3,830 | $2,927+30.8% | $3,876-1.2% | $4,194-8.7% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |