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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,644 | $116,190+40.8% | $93,614+74.8% | $152,885+7.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 19.50% | 35.96%-16.5pp | 32.76%-13.3pp | 345.39%-325.9pp |
| Employer contribution / active EE | $3,479 | $3,219+8.1% | $2,718+28.0% | $4,763-27.0% |
| Participant deferral / active EE | $8,116 | $4,604+76.3% | $4,069+99.5% | $5,851+38.7% |
| Admin fee / account holder | $68 | $10,749-99.4% | $7,889-99.1% | $11,598-99.4% |