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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,040 | $101,795+34.6% | $165,100-17.0% | $80,959+69.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 16.34% | 16.73%-0.4pp | 70.21%-53.9pp | 35.67%-19.3pp |
| Employer contribution / active EE | $8,036 | $2,954+172.1% | $4,348+84.8% | $2,757+191.5% |
| Participant deferral / active EE | $7,720 | $4,476+72.5% | $6,035+27.9% | $4,300+79.5% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |