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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,499 | $91,474+84.2% | $135,982+23.9% | $71,529+135.6% |
| Participation rate | 94.5% | 75.7%+18.8pp | 81.9%+12.6pp | 67.9%+26.5pp |
| Annual return | 28.61% | 29.89%-1.3pp | 68.32%-39.7pp | 28.97%-0.4pp |
| Employer contribution / active EE | $15,237 | $3,705+311.2% | $4,859+213.6% | $2,590+488.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,267-99.9% | $10,767-100.0% | $1,588-99.9% |