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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,352 | $87,166+150.5% | $76,735+184.6% | $137,256+59.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.86% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $15,400 | $2,904+430.2% | $2,454+527.5% | $4,156+270.5% |
| Participant deferral / active EE | $3,387 | $4,726-28.3% | $4,088-17.1% | $6,407-47.1% |
| Admin fee / account holder | $182 | $8,403-97.8% | $7,189-97.5% | $12,270-98.5% |