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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,830 | $154,228+51.6% | $145,433+60.8% | $137,256+70.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,054 | $4,804-15.6% | $4,554-11.0% | $4,156-2.5% |
| Participant deferral / active EE | $24,906 | $8,216+203.1% | $7,897+215.4% | $6,407+288.7% |
| Admin fee / account holder | $249 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |