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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,134 | $72,492+40.9% | $87,102+17.3% | $72,983+39.9% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.3pp | 69.5%+24.7pp |
| Annual return | 29.41% | 24.46%+5.0pp | 28.19%+1.2pp | 81.01%-51.6pp |
| Employer contribution / active EE | $12,954 | $1,894+584.0% | $2,521+413.8% | $2,440+430.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |