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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,843 | $103,038+9.5% | $90,324+24.9% | $152,909-26.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 24.10% | 95.25%-71.2pp | 78.15%-54.1pp | 345.46%-321.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,577 | $4,282-63.2% | $3,885-59.4% | $5,851-73.0% |
| Admin fee / account holder | $242 | $6,177-96.1% | $5,356-95.5% | $11,601-97.9% |