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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,959 | $138,385+43.0% | $184,200+7.5% | $80,874+144.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 21.06% | 20.02%+1.0pp | 28.80%-7.7pp | 35.62%-14.6pp |
| Employer contribution / active EE | $12,790 | $4,849+163.7% | $6,424+99.1% | $2,756+364.1% |
| Participant deferral / active EE | $19,677 | $7,073+178.2% | $9,132+115.5% | $4,297+357.9% |
| Admin fee / account holder | $92 | $10,483-99.1% | $13,907-99.3% | $6,935-98.7% |