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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,472 | $67,602+85.6% | $82,312+52.4% | $70,126+78.9% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 14.62% | 21.57%-6.9pp | 25.88%-11.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,850 | $1,755+119.4% | $2,428+58.5% | $2,343+64.3% |
| Participant deferral / active EE | $5,176 | $2,987+73.3% | $3,706+39.7% | $3,332+55.3% |
| Admin fee / account holder | $275 | $4,512-93.9% | $5,608-95.1% | $4,645-94.1% |