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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,466 | $100,970+41.1% | $96,576+47.5% | $137,256+3.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.07% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $11,823 | $3,809+210.4% | $3,553+232.7% | $4,156+184.5% |
| Participant deferral / active EE | $9,312 | $8,286+12.4% | $7,956+17.0% | $6,407+45.3% |
| Admin fee / account holder | $154 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |