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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,601 | $72,486+23.6% | $87,103+2.9% | $72,976+22.8% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 24.16% | 24.46%-0.3pp | 28.19%-4.0pp | 81.02%-56.9pp |
| Employer contribution / active EE | $1,886 | $1,894-0.4% | $2,521-25.2% | $2,440-22.7% |
| Participant deferral / active EE | $3,757 | $3,270+14.9% | $4,049-7.2% | $3,608+4.1% |
| Admin fee / account holder | $27 | $5,055-99.5% | $7,491-99.6% | $5,124-99.5% |