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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,980 | $98,776+70.1% | $149,745+12.2% | $79,856+110.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.05% | 27.38%-10.3pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,632 | $3,217+12.9% | $4,646-21.8% | $2,471+47.0% |
| Participant deferral / active EE | $8,305 | $5,681+46.2% | $6,843+21.4% | $3,741+122.0% |
| Admin fee / account holder | $80 | $6,053-98.7% | $9,312-99.1% | $5,306-98.5% |