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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,043 | $63,433+67.2% | $63,803+66.2% | $64,097+65.4% |
| Participation rate | 93.0% | 65.0%+28.0pp | 72.7%+20.3pp | 55.2%+37.8pp |
| Annual return | 11.11% | 20.74%-9.6pp | 543.72%-532.6pp | 34.64%-23.5pp |
| Employer contribution / active EE | $1,790 | $2,332-23.2% | $2,532-29.3% | $1,891-5.4% |
| Participant deferral / active EE | $3,145 | $3,119+0.8% | $3,843-18.2% | $3,080+2.1% |
| Admin fee / account holder | $118 | $1,489-92.1% | $5,196-97.7% | $3,454-96.6% |