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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,873 | $86,225+90.1% | $146,647+11.7% | $86,821+88.7% |
| Participation rate | 99.8% | 78.0%+21.8pp | 80.1%+19.7pp | 72.3%+27.5pp |
| Annual return | 22.63% | 31.23%-8.6pp | 22.75%-0.1pp | 97.94%-75.3pp |
| Employer contribution / active EE | $4,982 | $2,392+108.3% | $4,137+20.4% | $2,406+107.1% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |