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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,369 | $124,314+19.4% | $109,163+35.9% | $167,518-11.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 33.14% | 26.04%+7.1pp | 25.75%+7.4pp | 478.71%-445.6pp |
| Employer contribution / active EE | $16,364 | $4,209+288.8% | $3,723+339.6% | $4,838+238.2% |
| Participant deferral / active EE | $6,824 | $5,256+29.8% | $4,654+46.6% | $6,342+7.6% |
| Admin fee / account holder | $211 | $7,973-97.4% | $6,754-96.9% | $12,312-98.3% |