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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,305 | $81,276+52.9% | $155,574-20.1% | $80,925+53.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 31.91% | 33.36%-1.5pp | 64.87%-33.0pp | 35.65%-3.7pp |
| Employer contribution / active EE | $5,176 | $3,103+66.8% | $4,676+10.7% | $2,756+87.8% |
| Participant deferral / active EE | $6,688 | $3,453+93.7% | $5,629+18.8% | $4,299+55.6% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |