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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,367 | $77,816+122.8% | $123,552+40.3% | $64,173+170.2% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -5.93% | 12.49%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,161 | $3,014+71.2% | $4,628+11.5% | $2,381+116.8% |
| Participant deferral / active EE | $10,284 | $5,240+96.3% | $6,426+60.0% | $3,470+196.4% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |