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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,115 | $201,264-81.6% | $184,185-79.8% | $145,978-74.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 39.69% | 29.00%+10.7pp | 28.81%+10.9pp | 550.52%-510.8pp |
| Employer contribution / active EE | $8,126 | $7,021+15.7% | $6,426+26.5% | $4,662+74.3% |
| Participant deferral / active EE | $8,618 | $9,806-12.1% | $9,132-5.6% | $6,690+28.8% |
| Admin fee / account holder | $114 | $16,376-99.3% | $13,909-99.2% | $13,400-99.2% |