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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,675 | $208,088-41.5% | $186,193-34.7% | $154,746-21.4% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 28.32% | 89.97%-61.6pp | 78.03%-49.7pp | 172.34%-144.0pp |
| Employer contribution / active EE | $2,949 | $4,340-32.0% | $3,918-24.7% | $4,379-32.6% |
| Participant deferral / active EE | $8,951 | $7,078+26.5% | $6,513+37.4% | $6,730+33.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |