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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,535 | $154,228-27.0% | $145,433-22.6% | $137,256-18.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.07% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,518 | $4,804-26.8% | $4,554-22.8% | $4,156-15.4% |
| Participant deferral / active EE | $14,588 | $8,216+77.5% | $7,897+84.7% | $6,407+127.7% |
| Admin fee / account holder | $230 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |