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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,252 | $77,523+75.8% | $100,383+35.7% | $80,874+68.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.31% | 37.21%-23.9pp | 49.26%-36.0pp | 35.62%-22.3pp |
| Employer contribution / active EE | $16,195 | $2,801+478.1% | $3,944+310.6% | $2,756+487.7% |
| Participant deferral / active EE | $15,965 | $6,822+134.0% | $8,086+97.4% | $4,297+271.6% |
| Admin fee / account holder | $180 | $5,899-96.9% | $7,900-97.7% | $6,935-97.4% |