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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,676 | $76,669+22.2% | $96,520-2.9% | $71,495+31.0% |
| Participation rate | 85.7% | 66.6%+19.1pp | 74.3%+11.4pp | 67.9%+17.8pp |
| Annual return | 46.25% | 48.29%-2.0pp | 35.72%+10.5pp | 28.85%+17.4pp |
| Employer contribution / active EE | $10,718 | $3,031+253.6% | $3,739+186.7% | $2,589+313.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |