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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,253 | $81,276+45.5% | $155,574-24.0% | $80,925+46.1% |
| Participation rate | 98.9% | 66.2%+32.6pp | 78.2%+20.6pp | 67.7%+31.2pp |
| Annual return | 11.25% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $3,913 | $3,103+26.1% | $4,676-16.3% | $2,756+42.0% |
| Participant deferral / active EE | $6,596 | $3,453+91.0% | $5,629+17.2% | $4,299+53.4% |
| Admin fee / account holder | $107 | $7,993-98.7% | $15,914-99.3% | $6,940-98.5% |