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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,692 | $87,166+108.4% | $76,735+136.8% | $137,256+32.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.29% | 26.50%-6.2pp | 29.77%-9.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,785 | $2,904-4.1% | $2,454+13.5% | $4,156-33.0% |
| Participant deferral / active EE | $8,983 | $4,726+90.1% | $4,088+119.8% | $6,407+40.2% |
| Admin fee / account holder | $267 | $8,403-96.8% | $7,189-96.3% | $12,270-97.8% |