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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,798 | $72,071+46.8% | $68,368+54.7% | $137,256-22.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 17.73% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,865 | $2,788-33.1% | $2,649-29.6% | $4,156-55.1% |
| Participant deferral / active EE | $8,919 | $4,410+102.3% | $4,123+116.3% | $6,407+39.2% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |