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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,742 | $51,466+72.4% | $78,778+12.6% | $62,293+42.5% |
| Participation rate | 99.3% | 59.8%+39.5pp | 69.2%+30.1pp | 69.5%+29.8pp |
| Annual return | 14.08% | 19.96%-5.9pp | 35.62%-21.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $8,278 | $827+900.6% | $1,986+316.9% | $2,042+305.3% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6 | $489-98.7% | $5,134-99.9% | $479-98.7% |