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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,740 | $112,933+41.4% | $90,970+75.6% | $158,982+0.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 13.71% | 215.82%-202.1pp | 134.60%-120.9pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,129 | $2,893-61.0% | $2,122-46.8% | $4,763-76.3% |
| Participant deferral / active EE | $3,392 | $4,128-17.8% | $3,373+0.6% | $5,983-43.3% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |