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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,152 | $75,541+45.8% | $152,093-27.6% | $82,637+33.3% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 17.33% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $6,916 | $2,622+163.7% | $4,175+65.7% | $2,552+171.0% |
| Participant deferral / active EE | $9,760 | $3,206+204.5% | $5,451+79.0% | $4,126+136.5% |
| Admin fee / account holder | $114 | $6,405-98.2% | $14,497-99.2% | $7,339-98.4% |