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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,063 | $124,351+21.5% | $109,188+38.4% | $167,553-9.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 12.14% | 26.04%-13.9pp | 25.76%-13.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $2,403 | $4,210-42.9% | $3,723-35.5% | $4,840-50.3% |
| Participant deferral / active EE | $3,782 | $5,257-28.0% | $4,654-18.7% | $6,343-40.4% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |