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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,639 | $42,548+89.5% | $74,552+8.2% | $56,287+43.3% |
| Participation rate | 99.2% | 60.5%+38.7pp | 69.1%+30.0pp | 69.9%+29.3pp |
| Annual return | 24.13% | 12.40%+11.7pp | 32.53%-8.4pp | -9.96%+34.1pp |
| Employer contribution / active EE | $4,959 | $855+479.9% | $1,961+152.9% | $2,111+134.9% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-99.9% | $5,060-100.0% | $521-99.9% |