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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,530 | $181,896-16.1% | $156,551-2.6% | $273,972-44.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.24% | 30.74%-11.5pp | 32.23%-13.0pp | 41.46%-22.2pp |
| Employer contribution / active EE | $7,700 | $6,248+23.2% | $5,501+40.0% | $4,869+58.2% |
| Participant deferral / active EE | $22,000 | $5,550+296.4% | $4,871+351.6% | $5,287+316.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |