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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,043 | $136,860+13.3% | $120,344+28.8% | $154,746+0.2% |
| Participation rate | 92.9% | 79.9%+13.0pp | 76.7%+16.1pp | 80.7%+12.2pp |
| Annual return | 20.83% | 21.38%-0.5pp | 20.30%+0.5pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,281 | $3,533-7.1% | $3,020+8.6% | $4,379-25.1% |
| Participant deferral / active EE | $6,161 | $5,793+6.3% | $5,135+20.0% | $6,730-8.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |