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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,478 | $183,592+9.7% | $155,574+29.5% | $145,877+38.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.10% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,363 | $5,317-55.6% | $4,676-49.5% | $4,663-49.3% |
| Participant deferral / active EE | $6,535 | $6,466+1.1% | $5,629+16.1% | $6,691-2.3% |
| Admin fee / account holder | $11 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |