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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,946 | $48,053+172.5% | $84,623+54.7% | $72,983+79.4% |
| Participation rate | 81.5% | 57.6%+23.9pp | 68.2%+13.2pp | 69.5%+12.0pp |
| Annual return | 19.76% | 37.39%-17.6pp | 258.77%-239.0pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,399 | $1,602-12.6% | $2,652-47.2% | $2,440-42.6% |
| Participant deferral / active EE | $5,505 | $2,681+105.3% | $3,899+41.2% | $3,608+52.6% |
| Admin fee / account holder | $188 | $3,395-94.5% | $4,913-96.2% | $5,124-96.3% |