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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,791 | $52,884+107.6% | $84,753+29.5% | $55,167+99.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 22.02% | 18.03%+4.0pp | 22.78%-0.8pp | 169.23%-147.2pp |
| Employer contribution / active EE | $8,213 | $2,233+267.7% | $3,574+129.8% | $1,963+318.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |