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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,068 | $73,638+182.6% | $95,964+116.8% | $73,497+183.1% |
| Participation rate | 91.3% | 76.2%+15.2pp | 77.1%+14.2pp | 70.7%+20.6pp |
| Annual return | 13.36% | 16.78%-3.4pp | 91.64%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,075 | $1,863+118.7% | $2,541+60.4% | $2,270+79.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |