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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,923 | $69,977+84.2% | $108,582+18.7% | $62,881+105.0% |
| Participation rate | 88.5% | 72.9%+15.6pp | 79.6%+8.9pp | 69.3%+19.2pp |
| Annual return | 7.18% | 10.73%-3.6pp | -51.70%+58.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,684 | $2,135+25.7% | $3,758-28.6% | $2,281+17.7% |
| Participant deferral / active EE | $5,702 | $3,165+80.2% | $4,311+32.3% | $3,203+78.0% |
| Admin fee / account holder | $125 | $5,076-97.5% | $7,645-98.4% | $4,296-97.1% |