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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,144 | $77,638+121.7% | $156,551+10.0% | $62,881+173.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.26% | 50.33%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $6,378 | $3,444+85.2% | $5,501+15.9% | $2,281+179.6% |
| Participant deferral / active EE | $3,760 | $3,046+23.5% | $4,871-22.8% | $3,203+17.4% |
| Admin fee / account holder | $230 | $5,561-95.9% | $13,028-98.2% | $4,296-94.6% |