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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,008 | $185,342+5.8% | $111,306+76.1% | $86,821+125.8% |
| Participation rate | 99.6% | 81.0%+18.7pp | 77.3%+22.3pp | 72.3%+27.3pp |
| Annual return | 18.88% | 500.80%-481.9pp | 54.67%-35.8pp | 97.94%-79.1pp |
| Employer contribution / active EE | $18,519 | $2,246+724.5% | $2,732+577.9% | $2,406+669.7% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $255-99.6% | $7,966-100.0% | $170-99.4% |