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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,743 | $89,282+16.2% | $94,672+9.6% | $74,473+39.3% |
| Participation rate | 99.0% | 82.4%+16.6pp | 80.8%+18.2pp | 70.7%+28.3pp |
| Annual return | 37.39% | 25.96%+11.4pp | 156.89%-119.5pp | 34.36%+3.0pp |
| Employer contribution / active EE | $4,538 | $3,022+50.2% | $3,673+23.6% | $2,638+72.0% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,417-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $7,222-100.0% | $347-100.0% |