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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,635 | $67,594+22.3% | $77,361+6.8% | $69,733+18.5% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.0%+21.8pp | 62.5%+34.3pp |
| Annual return | 11.19% | 19.20%-8.0pp | 1011.54%-1000.3pp | 15.22%-4.0pp |
| Employer contribution / active EE | $3,456 | $2,649+30.5% | $2,990+15.6% | $2,250+53.6% |
| Participant deferral / active EE | $3,280 | $3,401-3.6% | $3,911-16.1% | $3,054+7.4% |
| Admin fee / account holder | $91 | $1,159-92.2% | $5,894-98.5% | $3,102-97.1% |