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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,951 | $95,369+37.3% | $135,942-3.7% | $74,440+75.9% |
| Participation rate | 90.3% | 78.2%+12.1pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 39.92% | 32.72%+7.2pp | 68.28%-28.4pp | 34.37%+5.6pp |
| Employer contribution / active EE | $1,696 | $3,878-56.3% | $4,858-65.1% | $2,638-35.7% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,764-100.0% | $348-100.0% |