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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,299 | $88,183+160.0% | $107,187+113.9% | $71,012+222.9% |
| Participation rate | 99.4% | 67.5%+31.9pp | 75.0%+24.4pp | 58.6%+40.9pp |
| Annual return | 28.26% | 16.47%+11.8pp | 204.55%-176.3pp | 37.67%-9.4pp |
| Employer contribution / active EE | $14,174 | $3,914+262.2% | $3,782+274.8% | $2,348+503.7% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |