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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,565 | $81,233+16.4% | $155,567-39.2% | $80,874+16.9% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 79.18% | 33.33%+45.9pp | 64.74%+14.4pp | 35.62%+43.6pp |
| Employer contribution / active EE | $3,666 | $3,101+18.2% | $4,674-21.6% | $2,756+33.0% |
| Participant deferral / active EE | $5,725 | $3,452+65.9% | $5,628+1.7% | $4,297+33.2% |
| Admin fee / account holder | $95 | $7,998-98.8% | $15,916-99.4% | $6,935-98.6% |