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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,040 | $101,763+34.7% | $164,866-16.9% | $80,874+69.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.34% | 16.73%-0.4pp | 69.97%-53.6pp | 35.62%-19.3pp |
| Employer contribution / active EE | $8,036 | $2,954+172.0% | $4,343+85.1% | $2,756+191.6% |
| Participant deferral / active EE | $7,720 | $4,477+72.5% | $6,033+28.0% | $4,297+79.7% |
| Admin fee / account holder | $0 | $8,228-100.0% | $12,689-100.0% | $6,935-100.0% |