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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,082 | $46,599+46.1% | $64,101+6.2% | $75,173-9.4% |
| Participation rate | 81.5% | 65.9%+15.5pp | 72.3%+9.2pp | 67.2%+14.3pp |
| Annual return | 11.71% | 26.06%-14.3pp | 33.72%-22.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $2,881 | $1,975+45.9% | $2,749+4.8% | $2,671+7.9% |
| Participant deferral / active EE | $6,290 | $2,837+121.7% | $3,881+62.1% | $4,126+52.4% |
| Admin fee / account holder | $137 | $2,956-95.4% | $3,070-95.5% | $5,651-97.6% |