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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,377 | $86,288+107.9% | $111,306+61.2% | $85,851+108.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.17% | 19.99%-4.8pp | 54.67%-39.5pp | 318.63%-303.5pp |
| Employer contribution / active EE | $2,988 | $2,044+46.2% | $2,732+9.4% | $2,565+16.5% |
| Participant deferral / active EE | $5,002 | $3,641+37.4% | $4,488+11.5% | $3,952+26.6% |
| Admin fee / account holder | $45 | $8,189-99.5% | $7,966-99.4% | $6,261-99.3% |