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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,489 | $91,710-24.2% | $67,560+2.9% | $77,762-10.6% |
| Participation rate | 99.7% | 76.0%+23.7pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 15.76% | 14.88%+0.9pp | 3533.50%-3517.7pp | 31.27%-15.5pp |
| Employer contribution / active EE | $4,106 | $3,187+28.8% | $2,737+50.0% | $2,728+50.5% |
| Participant deferral / active EE | $3,049 | $3,911-22.0% | $4,004-23.9% | $4,651-34.4% |
| Admin fee / account holder | $5 | $245-98.1% | $3,994-99.9% | $433-98.9% |