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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,384 | $71,353+242.5% | $92,805+163.3% | $86,983+181.0% |
| Participation rate | 95.0% | 80.9%+14.1pp | 83.5%+11.5pp | 69.5%+25.5pp |
| Annual return | 18.20% | 44.68%-26.5pp | 31.59%-13.4pp | 25.83%-7.6pp |
| Employer contribution / active EE | $4,742 | $2,468+92.1% | $3,424+38.5% | $2,584+83.5% |
| Participant deferral / active EE | $13,103 | $6,966+88.1% | $8,448+55.1% | $4,194+212.4% |
| Admin fee / account holder | $204 | $6,099-96.7% | $10,911-98.1% | $7,856-97.4% |