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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,453 | $106,280+129.1% | $96,538+152.2% | $139,487+74.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.62% | 38.48%-22.9pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $11,706 | $4,107+185.0% | $3,740+213.0% | $4,755+146.2% |
| Participant deferral / active EE | $13,101 | $5,457+140.1% | $4,880+168.4% | $6,713+95.2% |
| Admin fee / account holder | $49 | $7,888-99.4% | $6,737-99.3% | $11,407-99.6% |