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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,640 | $73,988+141.4% | $96,538+85.0% | $75,177+137.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 41.85% | 26.73%+15.1pp | 35.74%+6.1pp | 160.75%-118.9pp |
| Employer contribution / active EE | $1,994 | $2,930-32.0% | $3,740-46.7% | $2,671-25.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |