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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,934 | $98,240+18.0% | $82,313+40.8% | $147,585-21.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.35% | 30.85%-8.5pp | 25.88%-3.5pp | 578.58%-556.2pp |
| Employer contribution / active EE | $4,138 | $3,192+29.6% | $2,428+70.4% | $4,876-15.1% |
| Participant deferral / active EE | $8,082 | $4,383+84.4% | $3,706+118.1% | $5,439+48.6% |
| Admin fee / account holder | $184 | $8,563-97.9% | $5,608-96.7% | $10,886-98.3% |