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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,000 | $80,731+23.9% | $103,374-3.3% | $74,546+34.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 37.80% | 27.56%+10.2pp | 24.89%+12.9pp | 1366.03%-1328.2pp |
| Employer contribution / active EE | $3,084 | $3,158-2.3% | $3,869-20.3% | $2,624+17.5% |
| 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% |