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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,078 | $66,459+172.5% | $81,286+122.8% | $77,714+133.0% |
| Participation rate | 99.0% | 68.7%+30.3pp | 69.5%+29.4pp | 70.6%+28.4pp |
| Annual return | 38.74% | 15.95%+22.8pp | 24.80%+13.9pp | 31.26%+7.5pp |
| Employer contribution / active EE | $8,788 | $2,156+307.5% | $2,463+256.8% | $2,727+222.3% |
| Participant deferral / active EE | $0 | $3,674-100.0% | $3,883-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $585-99.9% | $5,764-100.0% | $433-99.8% |