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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,057 | $91,517+32.3% | $101,264+19.5% | $73,412+64.9% |
| Participation rate | 98.6% | 73.8%+24.8pp | 75.8%+22.8pp | 72.2%+26.4pp |
| Annual return | 39.32% | 17.17%+22.2pp | 46.48%-7.2pp | 59.30%-20.0pp |
| Employer contribution / active EE | $3,574 | $2,877+24.2% | $3,660-2.4% | $2,234+60.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $6 | $216-97.4% | $5,947-99.9% | $158-96.5% |