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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,159 | $49,657+158.1% | $93,063+37.7% | $67,986+88.5% |
| Participation rate | 100.0% | 49.9%+50.1pp | 72.1%+27.9pp | 57.2%+42.8pp |
| Annual return | 45.49% | 26.27%+19.2pp | 34.15%+11.3pp | 31.67%+13.8pp |
| Employer contribution / active EE | $2,635 | $1,279+106.1% | $2,476+6.4% | $2,019+30.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,958-100.0% | $3,358-100.0% |
| Admin fee / account holder | $62 | $2,843-97.8% | $6,033-99.0% | $3,203-98.1% |