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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,971 | $61,172+122.3% | $185,851-26.8% | $79,389+71.3% |
| Participation rate | 93.2% | 66.6%+26.6pp | 81.7%+11.5pp | 70.7%+22.5pp |
| Annual return | 13.38% | 19.45%-6.1pp | 122.11%-108.7pp | 116.89%-103.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $10,327 | $2,788+270.4% | $5,569+85.5% | $4,046+155.3% |
| Admin fee / account holder | $61 | $710-91.4% | $16,245-99.6% | $626-90.2% |