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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,942 | $64,954+132.4% | $115,752+30.4% | $62,293+142.3% |
| Participation rate | 99.2% | 73.0%+26.2pp | 77.8%+21.5pp | 69.5%+29.7pp |
| Annual return | 36.43% | 24.87%+11.6pp | 19.41%+17.0pp | 28.90%+7.5pp |
| Employer contribution / active EE | $11,257 | $2,344+380.3% | $3,492+222.3% | $2,042+451.2% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,278-100.0% | $479-100.0% |