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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,566 | $112,729+67.3% | $98,716+91.0% | $137,256+37.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.04% | 38.48%-25.4pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $554 | $2,725-79.7% | $2,279-75.7% | $4,156-86.7% |
| Participant deferral / active EE | $6,889 | $4,640+48.5% | $4,048+70.2% | $6,407+7.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |