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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,041 | $172,111-43.0% | $150,298-34.8% | $137,256-28.6% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 19.15% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,561 | $4,636-23.2% | $4,154-14.3% | $4,156-14.3% |
| Participant deferral / active EE | $7,011 | $6,166+13.7% | $5,453+28.6% | $6,407+9.4% |
| Admin fee / account holder | $183 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |