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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,437 | $135,956+18.7% | $123,894+30.3% | $273,972-41.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.60% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,121 | $5,170-0.9% | $4,617+10.9% | $4,869+5.2% |
| Participant deferral / active EE | $7,062 | $6,343+11.3% | $5,984+18.0% | $5,287+33.6% |
| Admin fee / account holder | $173 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |