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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,573 | $99,053+9.6% | $88,179+23.1% | $138,895-21.8% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.1%+24.2pp | 79.9%+13.4pp |
| Annual return | 11.28% | 78.17%-66.9pp | 64.97%-53.7pp | 145.39%-134.1pp |
| Employer contribution / active EE | $3,053 | $2,882+5.9% | $2,549+19.8% | $4,194-27.2% |
| Participant deferral / active EE | $5,418 | $5,225+3.7% | $4,614+17.4% | $6,396-15.3% |
| Admin fee / account holder | $25 | $8,748-99.7% | $7,673-99.7% | $12,562-99.8% |