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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,213 | $62,672+93.4% | $185,117-34.5% | $70,126+72.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 16.58% | 40.79%-24.2pp | 40.50%-23.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $3,157 | $1,753+80.1% | $4,182-24.5% | $2,343+34.8% |
| Participant deferral / active EE | $8,441 | $3,272+158.0% | $5,045+67.3% | $3,332+153.4% |
| Admin fee / account holder | $163 | $3,932-95.9% | $8,159-98.0% | $4,645-96.5% |