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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,266 | $91,474+46.8% | $135,982-1.3% | $71,529+87.7% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 30.77% | 29.89%+0.9pp | 68.32%-37.6pp | 28.97%+1.8pp |
| Employer contribution / active EE | $4,231 | $3,705+14.2% | $4,859-12.9% | $2,590+63.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |