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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,216 | $84,936+38.0% | $111,308+5.3% | $79,391+47.6% |
| Participation rate | 98.6% | 75.9%+22.8pp | 77.3%+21.3pp | 70.7%+27.9pp |
| Annual return | 15.84% | 17.45%-1.6pp | 54.67%-38.8pp | 116.88%-101.0pp |
| Employer contribution / active EE | $13,047 | $1,979+559.2% | $2,732+377.6% | $2,428+437.4% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |