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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,937 | $101,955-13.7% | $112,899-22.1% | $71,511+23.0% |
| Participation rate | 98.6% | 82.1%+16.5pp | 80.5%+18.1pp | 67.9%+30.7pp |
| Annual return | 19.79% | 28.92%-9.1pp | 34.11%-14.3pp | 28.86%-9.1pp |
| Employer contribution / active EE | $7,279 | $4,743+53.5% | $4,566+59.4% | $2,589+181.1% |
| Participant deferral / active EE | $9,570 | $6,771+41.3% | $6,516+46.9% | $4,291+123.1% |
| Admin fee / account holder | $87 | $1,395-93.8% | $7,047-98.8% | $1,588-94.5% |