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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,512 | $153,769+53.2% | $133,975+75.8% | $273,972-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.40% | 36.51%-30.1pp | 29.29%-22.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $14,541 | $6,029+141.2% | $5,211+179.0% | $4,869+198.7% |
| Participant deferral / active EE | $14,062 | $6,958+102.1% | $6,282+123.9% | $5,287+166.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |