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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,022 | $106,236+48.7% | $112,244+40.8% | $64,811+143.8% |
| Participation rate | 99.5% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | 27.20% | -6.02%+33.2pp | 27.46%-0.3pp | 32.83%-5.6pp |
| Employer contribution / active EE | $8,453 | $3,166+167.0% | $3,635+132.5% | $2,506+237.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |