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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,274 | $103,024+141.0% | $112,040+121.6% | $79,634+211.8% |
| Participation rate | 92.8% | 80.6%+12.2pp | 76.5%+16.3pp | 62.5%+30.3pp |
| Annual return | 19.18% | 17.60%+1.6pp | 24.52%-5.3pp | 36.46%-17.3pp |
| Employer contribution / active EE | $4,849 | $3,015+60.8% | $2,954+64.1% | $2,529+91.7% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $465-100.0% | $12,098-100.0% | $1,002-100.0% |