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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,712 | $78,707-7.6% | $117,861-38.3% | $70,126+3.7% |
| Participation rate | 86.1% | 73.2%+12.9pp | 79.7%+6.4pp | 69.5%+16.6pp |
| Annual return | 23.29% | 23.30%0pp | 335.11%-311.8pp | 73.15%-49.9pp |
| Employer contribution / active EE | $4,592 | $2,223+106.5% | $3,786+21.3% | $2,343+96.0% |
| Participant deferral / active EE | $7,441 | $3,297+125.7% | $4,482+66.0% | $3,332+123.3% |
| Admin fee / account holder | $268 | $5,066-94.7% | $8,021-96.7% | $4,645-94.2% |