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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,268 | $65,437+93.0% | $86,698+45.6% | $66,949+88.6% |
| Participation rate | 95.8% | 75.5%+20.3pp | 76.6%+19.2pp | 69.8%+26.0pp |
| Annual return | 7.87% | -10.91%+18.8pp | 35.96%-28.1pp | 1.57%+6.3pp |
| Employer contribution / active EE | $9,532 | $2,154+342.6% | $2,837+236.0% | $2,545+274.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |