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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,134 | $201,370-39.8% | $184,256-34.3% | $145,897-17.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.92% | 29.05%-11.1pp | 28.85%-10.9pp | 552.29%-534.4pp |
| Employer contribution / active EE | $14,390 | $7,024+104.9% | $6,427+123.9% | $4,663+208.6% |
| Participant deferral / active EE | $12,943 | $9,808+32.0% | $9,133+41.7% | $6,689+93.5% |
| Admin fee / account holder | $94 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |