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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,010 | $78,690+14.4% | $161,489-44.3% | $87,485+2.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.37% | 32.74%-15.4pp | 89.72%-72.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $5,972 | $2,588+130.7% | $4,268+39.9% | $2,596+130.0% |
| Participant deferral / active EE | $5,462 | $3,311+65.0% | $5,630-3.0% | $4,274+27.8% |
| Admin fee / account holder | $211 | $6,724-96.9% | $16,006-98.7% | $7,775-97.3% |