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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,675 | $91,424+80.1% | $135,942+21.1% | $71,495+130.3% |
| Participation rate | 90.3% | 75.7%+14.7pp | 81.9%+8.4pp | 67.9%+22.4pp |
| Annual return | 21.02% | 29.90%-8.9pp | 68.28%-47.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $7,569 | $3,704+104.4% | $4,858+55.8% | $2,589+192.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,588-100.0% |