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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,177 | $48,076+37.6% | $78,693-15.9% | $62,891+5.2% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.6%+19.5pp | 69.3%+23.8pp |
| Annual return | 6.55% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $9,090 | $2,015+351.2% | $2,850+219.0% | $2,281+298.5% |
| Participant deferral / active EE | $7,995 | $2,588+208.9% | $3,517+127.3% | $3,203+149.6% |
| Admin fee / account holder | $111 | $3,207-96.5% | $4,511-97.5% | $4,296-97.4% |