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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,901 | $135,905+61.8% | $126,068+74.4% | $198,609+10.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.19% | 14.07%+4.1pp | 15.01%+3.2pp | 202.70%-184.5pp |
| Employer contribution / active EE | $6,755 | $4,245+59.1% | $3,968+70.3% | $5,055+33.6% |
| Participant deferral / active EE | $21,240 | $8,523+149.2% | $8,214+158.6% | $6,977+204.4% |
| Admin fee / account holder | $219 | $21,036-99.0% | $18,264-98.8% | $19,030-98.9% |