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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,435 | $153,769+14.1% | $133,975+30.9% | $273,972-36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.49% | 36.51%-20.0pp | 29.29%-12.8pp | 41.46%-25.0pp |
| Employer contribution / active EE | $6,876 | $6,029+14.1% | $5,211+31.9% | $4,869+41.2% |
| Participant deferral / active EE | $12,493 | $6,958+79.5% | $6,282+98.9% | $5,287+136.3% |
| Admin fee / account holder | $219 | $11,765-98.1% | $9,324-97.7% | $10,133-97.8% |