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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,786 | $101,798+7.8% | $165,071-33.5% | $80,935+35.6% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.7%+29.5pp |
| Annual return | 15.06% | 16.73%-1.7pp | 70.17%-55.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $4,505 | $2,954+52.5% | $4,347+3.6% | $2,757+63.4% |
| Participant deferral / active EE | $11,025 | $4,476+146.3% | $6,035+82.7% | $4,299+156.4% |
| Admin fee / account holder | $4 | $8,221-100.0% | $12,695-100.0% | $6,924-99.9% |