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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,427 | $126,661+77.2% | $113,397+97.9% | $138,895+61.6% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 17.83% | 25.05%-7.2pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,613 | $3,456+33.5% | $2,977+54.9% | $4,194+10.0% |
| Participant deferral / active EE | $16,493 | $5,693+189.7% | $5,076+224.9% | $6,396+157.9% |
| Admin fee / account holder | $66 | $14,549-99.5% | $11,957-99.5% | $12,562-99.5% |