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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,673 | $52,961+229.8% | $172,752+1.1% | $65,185+168.0% |
| Participation rate | 86.5% | 66.2%+20.3pp | 82.6%+3.8pp | 70.2%+16.3pp |
| Annual return | 17.60% | 30.12%-12.5pp | 802.97%-785.4pp | 29.38%-11.8pp |
| Employer contribution / active EE | $6,008 | $2,190+174.3% | $5,144+16.8% | $2,177+176.0% |
| Participant deferral / active EE | $4,113 | $2,471+66.4% | $5,198-20.9% | $3,514+17.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |