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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,087 | $172,111-30.8% | $150,298-20.8% | $137,256-13.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 18.58% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,050 | $4,636-55.8% | $4,154-50.7% | $4,156-50.7% |
| Participant deferral / active EE | $5,563 | $6,166-9.8% | $5,453+2.0% | $6,407-13.2% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |