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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,538 | $118,467+51.6% | $98,450+82.4% | $139,456+28.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.73% | 18.95%+4.8pp | 21.16%+2.6pp | 373.45%-349.7pp |
| Employer contribution / active EE | $2,818 | $3,611-22.0% | $3,049-7.6% | $4,753-40.7% |
| Participant deferral / active EE | $8,659 | $5,393+60.5% | $4,739+82.7% | $6,711+29.0% |
| Admin fee / account holder | $197 | $14,057-98.6% | $8,961-97.8% | $11,407-98.3% |