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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,162 | $86,949+69.3% | $102,460+43.6% | $80,959+81.8% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.2pp | 67.7%+15.1pp |
| Annual return | 16.18% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,194 | $2,370+34.8% | $3,025+5.6% | $2,757+15.8% |
| Participant deferral / active EE | $5,283 | $4,121+28.2% | $5,056+4.5% | $4,300+22.8% |
| Admin fee / account holder | $298 | $8,048-96.3% | $9,460-96.8% | $6,925-95.7% |