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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,745 | $57,073+11.7% | $85,126-25.1% | $80,925-21.2% |
| Participation rate | 73.0% | 56.4%+16.6pp | 67.5%+5.5pp | 67.7%+5.3pp |
| Annual return | 17.04% | 21.69%-4.6pp | 66.63%-49.6pp | 35.65%-18.6pp |
| Employer contribution / active EE | $3,748 | $1,801+108.2% | $2,731+37.2% | $2,756+36.0% |
| Participant deferral / active EE | $8,312 | $3,113+167.0% | $4,523+83.8% | $4,299+93.4% |
| Admin fee / account holder | $15 | $4,988-99.7% | $6,160-99.8% | $6,940-99.8% |