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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,045 | $73,978+50.1% | $96,515+15.1% | $75,173+47.7% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 22.82% | 26.72%-3.9pp | 35.73%-12.9pp | 160.72%-137.9pp |
| Employer contribution / active EE | $4,057 | $2,931+38.4% | $3,740+8.5% | $2,671+51.9% |
| Participant deferral / active EE | $7,607 | $3,660+107.8% | $4,880+55.9% | $4,126+84.3% |
| Admin fee / account holder | $260 | $5,219-95.0% | $6,735-96.1% | $5,651-95.4% |