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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,330 | $93,182+86.0% | $146,643+18.2% | $79,391+118.3% |
| Participation rate | 92.2% | 76.4%+15.8pp | 80.1%+12.1pp | 70.7%+21.5pp |
| Annual return | 19.01% | 21.61%-2.6pp | 22.75%-3.7pp | 116.88%-97.9pp |
| Employer contribution / active EE | $15,923 | $2,420+558.1% | $4,137+284.9% | $2,428+555.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |