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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,477 | $45,050+94.2% | $63,018+38.8% | $70,126+24.7% |
| Participation rate | 79.7% | 69.5%+10.2pp | 74.8%+4.9pp | 69.5%+10.1pp |
| Annual return | 19.31% | 18.76%+0.5pp | 87.62%-68.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $2,705 | $2,052+31.8% | $2,761-2.0% | $2,343+15.5% |
| Participant deferral / active EE | $8,482 | $2,466+244.0% | $3,330+154.7% | $3,332+154.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |