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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,935 | $69,248+1.0% | $64,101+9.1% | $139,466-49.9% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 18.81% | 45.95%-27.1pp | 33.72%-14.9pp | 373.66%-354.9pp |
| Employer contribution / active EE | $12,204 | $3,185+283.2% | $2,749+344.0% | $4,754+156.7% |
| Participant deferral / active EE | $5,348 | $4,682+14.2% | $3,881+37.8% | $6,712-20.3% |
| Admin fee / account holder | $168 | $4,247-96.0% | $3,070-94.5% | $11,409-98.5% |