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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,773 | $90,486+4.7% | $78,676+20.5% | $273,972-65.4% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 7.36% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $8,301 | $3,175+161.5% | $2,850+191.3% | $4,869+70.5% |
| Participant deferral / active EE | $6,992 | $3,901+79.2% | $3,517+98.8% | $5,287+32.2% |
| Admin fee / account holder | $155 | $5,263-97.1% | $4,510-96.6% | $10,133-98.5% |