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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,180 | $61,172+39.2% | $185,851-54.2% | $79,389+7.3% |
| Participation rate | 94.2% | 66.6%+27.6pp | 81.7%+12.5pp | 70.7%+23.5pp |
| Annual return | 17.18% | 19.45%-2.3pp | 122.11%-104.9pp | 116.89%-99.7pp |
| Employer contribution / active EE | $2,885 | $2,321+24.3% | $5,168-44.2% | $2,428+18.8% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |