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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,023 | $124,425+37.5% | $112,040+52.6% | $137,256+24.6% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 16.56% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,476 | $3,411+60.5% | $2,954+85.4% | $4,156+31.8% |
| Participant deferral / active EE | $5,869 | $5,718+2.6% | $5,098+15.1% | $6,407-8.4% |
| Admin fee / account holder | $82 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |