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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,143 | $88,982+158.6% | $102,438+124.7% | $77,671+196.3% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 18.25% | 25.01%-6.8pp | 29.37%-11.1pp | 31.21%-13.0pp |
| Employer contribution / active EE | $5,998 | $2,698+122.3% | $3,024+98.4% | $2,726+120.0% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |