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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,684 | $129,737-32.4% | $119,126-26.4% | $154,746-43.3% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 17.61% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $11,376 | $4,375+160.0% | $4,034+182.0% | $4,379+159.8% |
| Participant deferral / active EE | $2,315 | $5,842-60.4% | $5,318-56.5% | $6,730-65.6% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |