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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,299 | $106,749+72.6% | $145,433+26.7% | $82,448+123.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.95% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,855 | $3,444-17.1% | $4,554-37.3% | $2,551+11.9% |
| Participant deferral / active EE | $2,919 | $6,519-55.2% | $7,897-63.0% | $4,139-29.5% |
| Admin fee / account holder | $76 | $8,390-99.1% | $13,129-99.4% | $7,234-99.0% |