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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,636 | $92,121+59.2% | $105,591+38.9% | $77,692+88.7% |
| Participation rate | 99.3% | 81.0%+18.3pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 19.39% | 17.84%+1.6pp | 116.43%-97.0pp | 31.25%-11.9pp |
| Employer contribution / active EE | $13,287 | $3,370+294.3% | $3,166+319.7% | $2,726+387.4% |
| Participant deferral / active EE | $0 | $5,388-100.0% | $5,008-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,024-100.0% | $431-100.0% |