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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,221 | $77,816+58.3% | $123,552-0.3% | $64,173+92.0% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -6.51% | 12.49%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,105 | $3,014-30.2% | $4,628-54.5% | $2,381-11.6% |
| Participant deferral / active EE | $4,415 | $5,240-15.7% | $6,426-31.3% | $3,470+27.2% |
| Admin fee / account holder | $255 | $5,519-95.4% | $9,285-97.3% | $4,887-94.8% |