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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,025 | $110,410+33.2% | $102,437+43.5% | $145,897+0.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.54% | 24.85%+0.7pp | 24.95%+0.6pp | 552.29%-526.7pp |
| Employer contribution / active EE | $6,903 | $4,217+63.7% | $3,871+78.3% | $4,663+48.0% |
| Participant deferral / active EE | $12,091 | $5,622+115.1% | $5,060+138.9% | $6,689+80.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |