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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,454 | $124,980+21.2% | $108,359+39.8% | $154,746-2.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.47% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.9pp |
| Employer contribution / active EE | $46,500 | $2,851+1531.2% | $2,399+1837.9% | $4,379+961.9% |
| Participant deferral / active EE | $27,250 | $4,743+474.5% | $4,137+558.7% | $6,730+304.9% |
| Admin fee / account holder | $60 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |