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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,602 | $102,609+68.2% | $98,090+76.0% | $138,895+24.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.22% | 36.44%-17.2pp | 37.05%-17.8pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,445 | $3,867-36.8% | $3,606-32.2% | $4,194-41.7% |
| Participant deferral / active EE | $10,067 | $8,167+23.3% | $7,845+28.3% | $6,396+57.4% |
| Admin fee / account holder | $208 | $11,434-98.2% | $11,815-98.2% | $12,562-98.3% |