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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,017 | $86,938+55.3% | $102,423+31.8% | $80,925+66.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.63% | 18.89%-6.3pp | 29.42%-16.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $7,564 | $2,369+219.2% | $3,023+150.2% | $2,756+174.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11 | $8,053-99.9% | $9,455-99.9% | $6,940-99.8% |