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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,131 | $64,307+23.1% | $57,347+38.0% | $125,393-36.9% |
| Participation rate | 91.7% | 78.6%+13.0pp | 75.1%+16.6pp | 83.2%+8.5pp |
| Annual return | 5.38% | 25.14%-19.8pp | 24.40%-19.0pp | 282.23%-276.9pp |
| Employer contribution / active EE | $6,051 | $3,193+89.5% | $2,689+125.1% | $4,866+24.4% |
| Participant deferral / active EE | $972 | $3,847-74.7% | $3,162-69.3% | $5,351-81.8% |
| Admin fee / account holder | $132 | $5,242-97.5% | $3,356-96.1% | $9,541-98.6% |