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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,819 | $79,955+13.6% | $98,461-7.8% | $75,173+20.8% |
| Participation rate | 82.1% | 70.4%+11.8pp | 75.2%+7.0pp | 67.2%+14.9pp |
| Annual return | 16.70% | 19.75%-3.0pp | 21.17%-4.5pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,631 | $2,264+16.2% | $3,049-13.7% | $2,671-1.5% |
| Participant deferral / active EE | $2,491 | $3,752-33.6% | $4,738-47.4% | $4,126-39.6% |
| Admin fee / account holder | $27 | $6,841-99.6% | $8,961-99.7% | $5,651-99.5% |