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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,007 | $94,749+23.5% | $112,899+3.6% | $139,466-16.1% |
| Participation rate | 88.9% | 81.3%+7.6pp | 80.5%+8.4pp | 80.3%+8.6pp |
| Annual return | 15.10% | 40.92%-25.8pp | 34.11%-19.0pp | 373.66%-358.6pp |
| Employer contribution / active EE | $8,454 | $4,630+82.6% | $4,566+85.1% | $4,754+77.8% |
| Participant deferral / active EE | $7,743 | $6,517+18.8% | $6,516+18.8% | $6,712+15.4% |
| Admin fee / account holder | $102 | $8,530-98.8% | $7,047-98.5% | $11,409-99.1% |