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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,300 | $106,749+74.5% | $145,433+28.1% | $82,448+126.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 26.86% | 27.59%-0.7pp | 66.58%-39.7pp | 41.64%-14.8pp |
| Employer contribution / active EE | $5,758 | $3,444+67.2% | $4,554+26.4% | $2,551+125.7% |
| Participant deferral / active EE | $10,589 | $6,519+62.4% | $7,897+34.1% | $4,139+155.8% |
| Admin fee / account holder | $157 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |