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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,757 | $48,337+102.2% | $67,560+44.7% | $80,959+20.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.37% | 18.26%-6.9pp | 3533.50%-3522.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $7,159 | $2,023+254.0% | $2,737+161.6% | $2,757+159.7% |
| Participant deferral / active EE | $4,580 | $2,928+56.4% | $4,004+14.4% | $4,300+6.5% |
| Admin fee / account holder | $165 | $3,695-95.5% | $3,994-95.9% | $6,925-97.6% |