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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,045 | $63,114+117.1% | $92,915+47.5% | $65,186+110.2% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | 32.27% | 28.75%+3.5pp | 109.45%-77.2pp | 29.39%+2.9pp |
| Employer contribution / active EE | $5,780 | $2,571+124.8% | $3,653+58.2% | $2,177+165.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |