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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,913 | $110,337+3.2% | $102,383+11.3% | $145,877-21.9% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.3pp |
| Annual return | 15.15% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $5,774 | $4,216+36.9% | $3,870+49.2% | $4,663+23.8% |
| Participant deferral / active EE | $10,099 | $5,621+79.7% | $5,060+99.6% | $6,691+50.9% |
| Admin fee / account holder | $43 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |