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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,564 | $57,061+188.4% | $85,063+93.5% | $80,911+103.4% |
| Participation rate | 95.1% | 56.3%+38.8pp | 67.5%+27.6pp | 67.6%+27.5pp |
| Annual return | 17.02% | 21.66%-4.6pp | 66.54%-49.5pp | 35.63%-18.6pp |
| Employer contribution / active EE | $4,705 | $1,799+161.6% | $2,727+72.5% | $2,756+70.7% |
| Participant deferral / active EE | $12,473 | $3,110+301.0% | $4,523+175.8% | $4,297+190.3% |
| Admin fee / account holder | $122 | $4,986-97.6% | $6,155-98.0% | $6,935-98.2% |