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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,106 | $95,417+76.2% | $135,974+23.6% | $74,460+125.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 48.16% | 32.76%+15.4pp | 68.30%-20.1pp | 34.38%+13.8pp |
| Employer contribution / active EE | $1,351 | $3,878-65.2% | $4,859-72.2% | $2,638-48.8% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-99.8% | $10,767-100.0% | $348-99.9% |