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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,112 | $86,050+159.3% | $189,758+17.6% | $94,015+137.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 18.01% | 17.77%+0.2pp | 52.62%-34.6pp | 17.84%+0.2pp |
| Employer contribution / active EE | $10,228 | $2,819+262.8% | $4,767+114.6% | $2,790+266.6% |
| Participant deferral / active EE | $3,541 | $3,349+5.7% | $5,856-39.5% | $4,249-16.7% |
| Admin fee / account holder | $9 | $6,627-99.9% | $20,388-100.0% | $8,951-99.9% |