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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,687 | $77,419+36.5% | $69,461+52.2% | $152,885-30.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 32.56% | 39.07%-6.5pp | 28.97%+3.6pp | 345.39%-312.8pp |
| Employer contribution / active EE | $3,654 | $3,315+10.2% | $2,779+31.5% | $4,763-23.3% |
| Participant deferral / active EE | $9,000 | $4,414+103.9% | $3,536+154.5% | $5,851+53.8% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,840-99.5% | $11,598-99.8% |