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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,513 | $72,492+70.4% | $87,104+41.8% | $72,975+69.3% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 18.24% | 24.46%-6.2pp | 28.19%-10.0pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,485 | $1,894-21.6% | $2,521-41.1% | $2,440-39.2% |
| Participant deferral / active EE | $7,115 | $3,270+117.6% | $4,048+75.7% | $3,608+97.2% |
| Admin fee / account holder | $285 | $5,055-94.4% | $7,491-96.2% | $5,124-94.4% |