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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,171 | $81,276+185.7% | $155,574+49.2% | $80,925+186.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.63% | 33.36%-18.7pp | 64.87%-50.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $5,224 | $3,103+68.4% | $4,676+11.7% | $2,756+89.5% |
| Participant deferral / active EE | $10,520 | $3,453+204.7% | $5,629+86.9% | $4,299+144.7% |
| Admin fee / account holder | $117 | $7,993-98.5% | $15,914-99.3% | $6,940-98.3% |