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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,786 | $101,752+7.9% | $164,928-33.4% | $80,911+35.7% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 15.06% | 16.73%-1.7pp | 70.08%-55.0pp | 35.63%-20.6pp |
| Employer contribution / active EE | $4,505 | $2,953+52.6% | $4,343+3.7% | $2,756+63.5% |
| Participant deferral / active EE | $11,025 | $4,477+146.3% | $6,034+82.7% | $4,297+156.6% |
| Admin fee / account holder | $4 | $8,218-100.0% | $12,684-100.0% | $6,935-99.9% |