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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,583 | $90,486+3.4% | $78,676+18.9% | $273,972-65.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 12.37% | 75.62%-63.3pp | 62.19%-49.8pp | 41.46%-29.1pp |
| Employer contribution / active EE | $7,396 | $3,175+132.9% | $2,850+159.5% | $4,869+51.9% |
| Participant deferral / active EE | $5,328 | $3,901+36.6% | $3,517+51.5% | $5,287+0.8% |
| Admin fee / account holder | $65 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |