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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,746 | $106,115+125.0% | $85,969+177.7% | $125,389+90.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 2.20% | 13.93%-11.7pp | 9.32%-7.1pp | 282.24%-280.0pp |
| Employer contribution / active EE | $8,689 | $4,537+91.5% | $3,474+150.1% | $4,866+78.6% |
| Participant deferral / active EE | $6,462 | $4,859+33.0% | $3,829+68.7% | $5,352+20.7% |
| Admin fee / account holder | $106 | $8,144-98.7% | $6,053-98.2% | $9,541-98.9% |