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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,564 | $57,119+188.1% | $85,187+93.2% | $80,935+103.3% |
| Participation rate | 95.1% | 56.4%+38.7pp | 67.5%+27.6pp | 67.7%+27.5pp |
| Annual return | 17.02% | 21.70%-4.7pp | 66.67%-49.6pp | 35.66%-18.6pp |
| Employer contribution / active EE | $4,705 | $1,802+161.2% | $2,732+72.2% | $2,757+70.7% |
| Participant deferral / active EE | $12,473 | $3,115+300.5% | $4,525+175.7% | $4,299+190.1% |
| Admin fee / account holder | $122 | $4,990-97.6% | $6,162-98.0% | $6,924-98.2% |