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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,687 | $76,551+15.9% | $123,894-28.4% | $62,881+41.0% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 9.53% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,467 | $2,882+20.3% | $4,617-24.9% | $2,281+52.0% |
| Participant deferral / active EE | $6,839 | $4,840+41.3% | $5,984+14.3% | $3,203+113.5% |
| Admin fee / account holder | $248 | $4,826-94.9% | $8,357-97.0% | $4,296-94.2% |