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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,937 | $80,992+58.0% | $96,534+32.5% | $75,173+70.2% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.7pp | 67.2%+18.5pp |
| Annual return | 18.60% | 27.05%-8.4pp | 25.88%-7.3pp | 160.72%-142.1pp |
| Employer contribution / active EE | $7,804 | $2,283+241.9% | $2,965+163.2% | $2,671+192.2% |
| Participant deferral / active EE | $6,055 | $3,929+54.1% | $4,851+24.8% | $4,126+46.7% |
| Admin fee / account holder | $1 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |