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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,966 | $126,661+69.7% | $113,397+89.6% | $138,895+54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.76% | 25.05%-14.3pp | 23.20%-12.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $8,860 | $3,456+156.3% | $2,977+197.6% | $4,194+111.2% |
| Participant deferral / active EE | $4,769 | $5,693-16.2% | $5,076-6.1% | $6,396-25.4% |
| Admin fee / account holder | $67 | $14,549-99.5% | $11,957-99.4% | $12,562-99.5% |