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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,847 | $51,638+81.7% | $68,368+37.3% | $82,448+13.8% |
| Participation rate | 84.8% | 63.6%+21.2pp | 73.8%+11.1pp | 68.1%+16.8pp |
| Annual return | 20.12% | 37.53%-17.4pp | 292.57%-272.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $8,880 | $2,047+333.9% | $2,649+235.2% | $2,551+248.1% |
| Participant deferral / active EE | $3,228 | $2,914+10.8% | $4,123-21.7% | $4,139-22.0% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |