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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,117 | $117,904+48.5% | $102,457+70.9% | $145,978+20.0% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 12.51% | 31.80%-19.3pp | 29.41%-16.9pp | 550.52%-538.0pp |
| Employer contribution / active EE | $4,558 | $3,613+26.1% | $3,022+50.8% | $4,662-2.2% |
| Participant deferral / active EE | $15,611 | $5,733+172.3% | $5,054+208.9% | $6,690+133.4% |
| Admin fee / account holder | $66 | $13,329-99.5% | $9,451-99.3% | $13,400-99.5% |