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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,186 | $181,896+32.6% | $156,551+54.1% | $273,972-12.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.76% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $18,483 | $6,248+195.8% | $5,501+236.0% | $4,869+279.6% |
| Participant deferral / active EE | $4,767 | $5,550-14.1% | $4,871-2.1% | $5,287-9.8% |
| Admin fee / account holder | $17 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |