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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,464 | $81,487+94.5% | $102,412+54.7% | $80,935+95.8% |
| Participation rate | 94.2% | 66.8%+27.4pp | 74.5%+19.7pp | 67.7%+26.6pp |
| Annual return | 12.26% | 25.60%-13.3pp | 24.94%-12.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $20,444 | $3,103+558.9% | $3,870+428.3% | $2,757+641.6% |
| Participant deferral / active EE | $5,289 | $3,871+36.6% | $5,060+4.5% | $4,299+23.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |