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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,396 | $85,094+182.5% | $76,327+215.0% | $145,884+64.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 16.34% | 13.13%+3.2pp | 13.79%+2.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $9,083 | $5,261+72.6% | $4,584+98.2% | $4,662+94.8% |
| Participant deferral / active EE | $18,219 | $6,390+185.1% | $5,478+232.6% | $6,690+172.4% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |