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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,564 | $117,904+76.9% | $102,457+103.6% | $145,978+42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.61% | 31.80%-19.2pp | 29.41%-16.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $4,427 | $3,613+22.5% | $3,022+46.5% | $4,662-5.0% |
| Participant deferral / active EE | $8,451 | $5,733+47.4% | $5,054+67.2% | $6,690+26.3% |
| Admin fee / account holder | $29 | $13,329-99.8% | $9,451-99.7% | $13,400-99.8% |