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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,268 | $89,435+159.7% | $164,975+40.8% | $77,714+198.9% |
| Participation rate | 98.8% | 78.6%+20.1pp | 78.6%+20.1pp | 70.6%+28.2pp |
| Annual return | 13.35% | 28.82%-15.5pp | 70.12%-56.8pp | 31.26%-17.9pp |
| Employer contribution / active EE | $14,933 | $2,563+482.7% | $4,343+243.9% | $2,727+447.6% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $340-99.7% | $12,688-100.0% | $433-99.8% |