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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,505 | $100,970+128.3% | $96,576+138.7% | $137,256+67.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.55% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,635 | $3,809+21.7% | $3,553+30.4% | $4,156+11.5% |
| Participant deferral / active EE | $34,750 | $8,286+319.4% | $7,956+336.8% | $6,407+442.4% |
| Admin fee / account holder | $230 | $11,312-98.0% | $11,381-98.0% | $12,270-98.1% |