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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,759 | $99,201+12.7% | $96,544+15.8% | $74,473+50.1% |
| Participation rate | 99.2% | 80.7%+18.6pp | 76.0%+23.2pp | 70.7%+28.5pp |
| Annual return | 29.58% | 22.40%+7.2pp | 25.88%+3.7pp | 34.36%-4.8pp |
| Employer contribution / active EE | $6,367 | $2,570+147.7% | $2,966+114.6% | $2,638+141.3% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |