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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,053 | $86,701+84.6% | $73,309+118.3% | $125,389+27.6% |
| Participation rate | 94.7% | 78.6%+16.1pp | 74.9%+19.8pp | 83.2%+11.5pp |
| Annual return | 1.10% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $3,867 | $4,152-6.9% | $3,237+19.4% | $4,866-20.5% |
| Participant deferral / active EE | $8,049 | $5,549+45.0% | $4,991+61.3% | $5,352+50.4% |
| Admin fee / account holder | $89 | $7,768-98.9% | $5,635-98.4% | $9,541-99.1% |