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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,858 | $96,508+1.4% | $75,901+28.9% | $152,897-36.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 27.77% | 33.99%-6.2pp | 30.76%-3.0pp | 345.43%-317.7pp |
| Employer contribution / active EE | $6,328 | $3,310+91.2% | $2,501+153.0% | $4,764+32.8% |
| Participant deferral / active EE | $12,968 | $4,554+184.8% | $3,603+259.9% | $5,851+121.6% |
| Admin fee / account holder | $276 | $8,081-96.6% | $5,420-94.9% | $11,599-97.6% |