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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,145 | $102,609+83.4% | $98,090+91.8% | $138,895+35.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.17% | 36.44%-17.3pp | 37.05%-17.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $6,597 | $3,867+70.6% | $3,606+82.9% | $4,194+57.3% |
| Participant deferral / active EE | $22,845 | $8,167+179.7% | $7,845+191.2% | $6,396+257.2% |
| Admin fee / account holder | $211 | $11,434-98.2% | $11,815-98.2% | $12,562-98.3% |