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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,121 | $125,797+20.9% | $170,057-10.5% | $75,177+102.3% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 23.70% | 27.20%-3.5pp | 53.42%-29.7pp | 160.75%-137.1pp |
| Employer contribution / active EE | $24,668 | $4,616+434.4% | $6,790+263.3% | $2,671+823.5% |
| Participant deferral / active EE | $17,721 | $6,838+159.2% | $10,411+70.2% | $4,126+329.5% |
| Admin fee / account holder | $3 | $8,177-100.0% | $12,826-100.0% | $5,651-100.0% |