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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,891 | $84,685+183.3% | $142,942+67.8% | $67,986+252.9% |
| Participation rate | 99.1% | 61.4%+37.7pp | 76.8%+22.3pp | 57.2%+41.9pp |
| Annual return | 34.55% | 35.89%-1.3pp | 113.70%-79.1pp | 31.67%+2.9pp |
| Employer contribution / active EE | $15,806 | $2,263+598.4% | $4,139+281.8% | $2,019+683.0% |
| Participant deferral / active EE | $0 | $3,832-100.0% | $7,128-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3 | $3,229-99.9% | $12,475-100.0% | $3,203-99.9% |