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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,633 | $110,379+67.3% | $102,412+80.3% | $145,884+26.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.84% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $2,032 | $4,216-51.8% | $3,870-47.5% | $4,662-56.4% |
| Participant deferral / active EE | $5,464 | $5,622-2.8% | $5,060+8.0% | $6,690-18.3% |
| Admin fee / account holder | $123 | $9,745-98.7% | $8,388-98.5% | $13,392-99.1% |