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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,229 | $108,922+55.4% | $100,398+68.6% | $145,978+15.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 58.04%-44.1pp | 49.32%-35.4pp | 550.52%-536.6pp |
| Employer contribution / active EE | $9,133 | $4,426+106.4% | $3,946+131.5% | $4,662+95.9% |
| Participant deferral / active EE | $19,563 | $8,450+131.5% | $8,084+142.0% | $6,690+192.4% |
| Admin fee / account holder | $20 | $9,680-99.8% | $7,893-99.7% | $13,400-99.9% |