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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,692 | $88,996+104.2% | $78,004+132.9% | $138,895+30.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 20.29% | 28.03%-7.7pp | 31.07%-10.8pp | 145.39%-125.1pp |
| Employer contribution / active EE | $2,785 | $2,917-4.5% | $2,469+12.8% | $4,194-33.6% |
| Participant deferral / active EE | $8,983 | $4,724+90.2% | $4,092+119.5% | $6,396+40.4% |
| Admin fee / account holder | $267 | $8,807-97.0% | $7,578-96.5% | $12,562-97.9% |