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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,230 | $110,337+43.4% | $102,383+54.5% | $145,877+8.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 21.92% | 24.83%-2.9pp | 24.94%-3.0pp | 551.28%-529.4pp |
| Employer contribution / active EE | $2,968 | $4,216-29.6% | $3,870-23.3% | $4,663-36.3% |
| Participant deferral / active EE | $5,481 | $5,621-2.5% | $5,060+8.3% | $6,691-18.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |