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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,351 | $86,919+129.4% | $102,457+94.6% | $80,911+146.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.55% | 18.90%-7.3pp | 29.41%-17.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $9,899 | $2,368+318.0% | $3,022+227.5% | $2,756+259.2% |
| Participant deferral / active EE | $4,932 | $4,119+19.7% | $5,054-2.4% | $4,297+14.8% |
| Admin fee / account holder | $287 | $8,049-96.4% | $9,451-97.0% | $6,935-95.9% |