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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,267 | $95,453+96.2% | $112,040+67.1% | $82,448+127.1% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 16.34% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $9,974 | $2,318+330.3% | $2,954+237.6% | $2,551+291.0% |
| Participant deferral / active EE | $6,397 | $4,224+51.5% | $5,098+25.5% | $4,139+54.6% |
| Admin fee / account holder | $152 | $9,013-98.3% | $12,098-98.7% | $7,234-97.9% |