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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,626 | $117,904+41.3% | $102,457+62.6% | $145,978+14.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 31.80%-16.6pp | 29.41%-14.2pp | 550.52%-535.3pp |
| Employer contribution / active EE | $5,860 | $3,613+62.2% | $3,022+93.9% | $4,662+25.7% |
| Participant deferral / active EE | $19,899 | $5,733+247.1% | $5,054+293.7% | $6,690+197.5% |
| Admin fee / account holder | $122 | $13,329-99.1% | $9,451-98.7% | $13,400-99.1% |