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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,710 | $124,425+89.4% | $112,040+110.4% | $137,256+71.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.93% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,888 | $3,411+160.5% | $2,954+200.9% | $4,156+113.9% |
| Participant deferral / active EE | $12,359 | $5,718+116.1% | $5,098+142.4% | $6,407+92.9% |
| Admin fee / account holder | $104 | $15,207-99.3% | $12,098-99.1% | $12,270-99.2% |