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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,216 | $64,909+237.7% | $82,312+166.3% | $62,293+251.9% |
| Participation rate | 95.0% | 74.9%+20.1pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 20.60% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $11,909 | $1,676+610.5% | $2,428+390.4% | $2,042+483.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |