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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,806 | $131,835+16.7% | $108,582+41.6% | $273,972-43.9% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.6%+15.2pp | 83.0%+11.7pp |
| Annual return | 10.84% | -91.57%+102.4pp | -51.70%+62.5pp | 41.46%-30.6pp |
| Employer contribution / active EE | $6,504 | $4,913+32.4% | $3,758+73.1% | $4,869+33.6% |
| Participant deferral / active EE | $8,034 | $5,127+56.7% | $4,311+86.4% | $5,287+51.9% |
| Admin fee / account holder | $170 | $10,253-98.3% | $7,645-97.8% | $10,133-98.3% |