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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,690 | $51,638+143.4% | $129,406-2.9% | $80,959+55.3% |
| Participation rate | 98.9% | 56.9%+42.0pp | 69.6%+29.3pp | 67.7%+31.3pp |
| Annual return | 11.69% | 20.78%-9.1pp | 9468.18%-9456.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $5,472 | $1,584+245.6% | $4,155+31.7% | $2,757+98.5% |
| Participant deferral / active EE | $3,706 | $2,670+38.8% | $4,167-11.1% | $4,300-13.8% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |