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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,769 | $94,439+94.6% | $73,658+149.5% | $154,746+18.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.75% | 28.25%-11.5pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,026 | $1,257+220.2% | $1,032+290.0% | $4,379-8.1% |
| Participant deferral / active EE | $12,410 | $2,527+391.1% | $2,062+501.9% | $6,730+84.4% |
| Admin fee / account holder | $198 | $3,843-94.8% | $3,357-94.1% | $14,365-98.6% |