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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,515 | $181,062+30.6% | $158,223+49.5% | $155,188+52.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 28.69% | 57.39%-28.7pp | 52.09%-23.4pp | 148.84%-120.1pp |
| Employer contribution / active EE | $1,000 | $4,565-78.1% | $4,109-75.7% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |