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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,606 | $87,834+89.7% | $133,975+24.4% | $62,881+165.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.41% | 12.05%-3.6pp | 29.29%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $8,529 | $3,482+144.9% | $5,211+63.7% | $2,281+274.0% |
| Participant deferral / active EE | $13,668 | $4,812+184.1% | $6,282+117.6% | $3,203+326.7% |
| Admin fee / account holder | $275 | $5,372-94.9% | $9,324-97.1% | $4,296-93.6% |