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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,758 | $80,731+19.9% | $103,374-6.4% | $74,546+29.8% |
| Participation rate | 89.0% | 65.7%+23.4pp | 74.5%+14.5pp | 67.2%+21.8pp |
| Annual return | 38.77% | 27.56%+11.2pp | 24.89%+13.9pp | 1366.03%-1327.3pp |
| Employer contribution / active EE | $7,698 | $3,158+143.8% | $3,869+98.9% | $2,624+193.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |