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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,293 | $117,859+41.1% | $102,438+62.3% | $145,959+13.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.72%-19.8pp | 29.37%-17.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,400 | $3,615-33.6% | $3,024-20.6% | $4,661-48.5% |
| Participant deferral / active EE | $10,400 | $5,732+81.4% | $5,054+105.8% | $6,689+55.5% |
| Admin fee / account holder | $90 | $13,318-99.3% | $9,448-99.0% | $13,398-99.3% |