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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,382 | $176,402-21.0% | $134,155+3.9% | $158,950-12.3% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 23.74% | 63.66%-39.9pp | 36.34%-12.6pp | 302.91%-279.2pp |
| Employer contribution / active EE | $11,045 | $5,042+119.1% | $3,705+198.1% | $4,762+131.9% |
| Participant deferral / active EE | $9,759 | $4,093+138.4% | $3,500+178.9% | $5,983+63.1% |
| Admin fee / account holder | $91 | $8,719-99.0% | $6,685-98.6% | $11,248-99.2% |