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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,867 | $82,979+52.9% | $102,383+23.9% | $77,714+63.2% |
| Participation rate | 99.2% | 71.5%+27.7pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | 21.17% | 19.11%+2.1pp | 24.94%-3.8pp | 31.26%-10.1pp |
| Employer contribution / active EE | $9,164 | $3,554+157.9% | $3,870+136.8% | $2,727+236.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $38 | $639-94.1% | $8,391-99.5% | $433-91.3% |