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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,256 | $53,165+233.4% | $86,209+105.6% | $74,440+138.1% |
| Participation rate | 98.9% | 64.9%+34.0pp | 69.0%+29.9pp | 70.7%+28.2pp |
| Annual return | 31.44% | 22.64%+8.8pp | 1169.05%-1137.6pp | 34.37%-2.9pp |
| Employer contribution / active EE | $1,908 | $1,210+57.7% | $2,381-19.9% | $2,638-27.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,986-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,853-100.0% | $348-100.0% |