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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,348 | $122,042+61.7% | $184,260+7.1% | $74,459+165.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.19% | 19.91%-2.7pp | 28.84%-11.7pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $8,092 | $4,537+78.3% | $6,427+25.9% | $2,626+208.2% |
| Participant deferral / active EE | $13,143 | $7,143+84.0% | $9,133+43.9% | $4,350+202.2% |
| Admin fee / account holder | $23 | $1,252-98.2% | $13,898-99.8% | $1,945-98.8% |