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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,166 | $56,054+59.1% | $171,082-47.9% | $62,881+41.8% |
| Participation rate | 81.0% | 62.9%+18.1pp | 76.7%+4.3pp | 69.3%+11.6pp |
| Annual return | 25.45% | 22.52%+2.9pp | 32.56%-7.1pp | 20.14%+5.3pp |
| Employer contribution / active EE | $2,033 | $1,731+17.4% | $4,002-49.2% | $2,281-10.9% |
| Participant deferral / active EE | $10,268 | $3,158+225.1% | $4,797+114.0% | $3,203+220.6% |
| Admin fee / account holder | $218 | $3,647-94.0% | $8,520-97.4% | $4,296-94.9% |