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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,709 | $77,908+46.0% | $149,696-24.0% | $75,173+51.3% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.8%+19.2pp | 67.2%+30.8pp |
| Annual return | 23.32% | 31.73%-8.4pp | 134.46%-111.1pp | 160.72%-137.4pp |
| Employer contribution / active EE | $6,797 | $3,138+116.6% | $4,821+41.0% | $2,671+154.5% |
| Participant deferral / active EE | $3,398 | $3,411-0.4% | $5,682-40.2% | $4,126-17.6% |
| Admin fee / account holder | $248 | $5,950-95.8% | $13,212-98.1% | $5,651-95.6% |