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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,517 | $65,322+14.1% | $70,476+5.7% | $73,493+1.4% |
| Participation rate | 96.7% | 77.0%+19.7pp | 75.1%+21.6pp | 70.7%+26.0pp |
| Annual return | 14.64% | 15.71%-1.1pp | 109.12%-94.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,838 | $2,460-25.3% | $2,738-32.9% | $2,270-19.0% |
| Participant deferral / active EE | $2,577 | $3,375-23.6% | $3,710-30.5% | $3,740-31.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |