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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,168 | $81,331+36.7% | $155,534-28.5% | $80,935+37.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.97% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $5,478 | $3,105+76.4% | $4,675+17.2% | $2,757+98.7% |
| Participant deferral / active EE | $5,707 | $3,454+65.2% | $5,630+1.4% | $4,299+32.7% |
| Admin fee / account holder | $69 | $7,999-99.1% | $15,900-99.6% | $6,924-99.0% |