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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,410 | $212,386-8.5% | $199,883-2.7% | $138,895+40.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 15.76% | 47.75%-32.0pp | 43.81%-28.1pp | 145.39%-129.6pp |
| Employer contribution / active EE | $13,420 | $6,625+102.6% | $6,261+114.3% | $4,194+220.0% |
| Participant deferral / active EE | $12,978 | $9,617+35.0% | $9,138+42.0% | $6,396+102.9% |
| Admin fee / account holder | $281 | $18,233-98.5% | $17,268-98.4% | $12,562-97.8% |