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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,478 | $90,486+107.2% | $78,676+138.3% | $273,972-31.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | 75.62%-68.8pp | 62.19%-55.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $8,630 | $3,175+171.8% | $2,850+202.8% | $4,869+77.3% |
| Participant deferral / active EE | $5,241 | $3,901+34.3% | $3,517+49.0% | $5,287-0.9% |
| Admin fee / account holder | $230 | $5,263-95.6% | $4,510-94.9% | $10,133-97.7% |