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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,967 | $117,846+1.0% | $102,434+16.1% | $145,884-18.5% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 16.69% | 31.90%-15.2pp | 29.46%-12.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,145 | $3,615-40.6% | $3,023-29.0% | $4,662-54.0% |
| Participant deferral / active EE | $7,750 | $5,733+35.2% | $5,055+53.3% | $6,690+15.9% |
| Admin fee / account holder | $212 | $13,356-98.4% | $9,462-97.8% | $13,392-98.4% |