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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,875 | $124,351+96.1% | $109,188+123.4% | $167,553+45.6% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 17.19% | 26.04%-8.9pp | 25.76%-8.6pp | 478.89%-461.7pp |
| Employer contribution / active EE | $4,800 | $4,210+14.0% | $3,723+28.9% | $4,840-0.8% |
| Participant deferral / active EE | $6,367 | $5,257+21.1% | $4,654+36.8% | $6,343+0.4% |
| Admin fee / account holder | $168 | $7,975-97.9% | $6,755-97.5% | $12,316-98.6% |