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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,303 | $64,959+226.8% | $158,226+34.2% | $69,733+204.5% |
| Participation rate | 99.2% | 52.1%+47.1pp | 74.8%+24.3pp | 62.5%+36.7pp |
| Annual return | 14.91% | 18.37%-3.5pp | 501.41%-486.5pp | 15.22%-0.3pp |
| Employer contribution / active EE | $9,486 | $1,361+596.8% | $2,986+217.7% | $2,250+321.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $4,317-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,340-100.0% | $10,217-100.0% | $3,102-100.0% |