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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,407 | $100,004+66.4% | $81,438+104.3% | $145,959+14.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 10.85% | 34.34%-23.5pp | 24.74%-13.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $5,145 | $2,970+73.2% | $2,460+109.1% | $4,661+10.4% |
| Participant deferral / active EE | $12,688 | $4,603+175.6% | $3,883+226.7% | $6,689+89.7% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |