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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,231 | $89,670+136.7% | $151,266+40.3% | $89,670+136.7% |
| Participation rate | 98.9% | 71.2%+27.7pp | 77.0%+21.9pp | 71.2%+27.7pp |
| Annual return | 19.07% | 19.66%-0.6pp | 180.60%-161.5pp | 19.66%-0.6pp |
| Employer contribution / active EE | $5,193 | $4,041+28.5% | $4,237+22.6% | $4,041+28.5% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $7,337-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $352-100.0% | $13,159-100.0% | $352-100.0% |