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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,040 | $93,010+19.4% | $96,538+15.0% | $74,473+49.1% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 27.02% | 37.50%-10.5pp | 35.74%-8.7pp | 34.36%-7.3pp |
| Employer contribution / active EE | $1,216 | $3,427-64.5% | $3,740-67.5% | $2,638-53.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |