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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,738 | $95,601+160.2% | $77,183+222.3% | $139,456+78.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.73% | 54.96%-34.2pp | 37.89%-17.2pp | 373.45%-352.7pp |
| Employer contribution / active EE | $3,171 | $3,145+0.8% | $2,534+25.2% | $4,753-33.3% |
| Participant deferral / active EE | $20,767 | $4,623+349.2% | $3,833+441.8% | $6,711+209.4% |
| Admin fee / account holder | $20 | $8,302-99.8% | $5,475-99.6% | $11,407-99.8% |