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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,518 | $84,236+18.1% | $170,439-41.6% | $70,124+41.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.01% | 23.06%-7.1pp | 205.94%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,163 | $3,387+52.4% | $5,433-5.0% | $2,342+120.4% |
| Participant deferral / active EE | $6,184 | $3,086+100.4% | $4,939+25.2% | $3,332+85.6% |
| Admin fee / account holder | $35 | $5,698-99.4% | $13,881-99.7% | $4,645-99.2% |