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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,387 | $210,908-9.7% | $153,643+23.9% | $145,884+30.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.96% | 13.46%+2.5pp | 15.71%+0.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $10,609 | $6,055+75.2% | $5,039+110.5% | $4,662+127.5% |
| Participant deferral / active EE | $13,493 | $7,976+69.2% | $6,754+99.8% | $6,690+101.7% |
| Admin fee / account holder | $112 | $19,477-99.4% | $12,739-99.1% | $13,392-99.2% |