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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,692 | $81,276+42.3% | $155,574-25.6% | $80,925+43.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.63% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,735 | $3,103-44.1% | $4,676-62.9% | $2,756-37.1% |
| Participant deferral / active EE | $1,754 | $3,453-49.2% | $5,629-68.8% | $4,299-59.2% |
| Admin fee / account holder | $242 | $7,993-97.0% | $15,914-98.5% | $6,940-96.5% |