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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,234 | $124,314+38.5% | $109,163+57.8% | $167,518+2.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.84% | 26.04%-9.2pp | 25.75%-8.9pp | 478.71%-461.9pp |
| Employer contribution / active EE | $3,690 | $4,209-12.3% | $3,723-0.9% | $4,838-23.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $37 | $7,973-99.5% | $6,754-99.5% | $12,312-99.7% |