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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,338 | $103,387+51.2% | $87,102+79.5% | $152,885+2.3% |
| Participation rate | 94.4% | 79.4%+15.1pp | 76.9%+17.6pp | 82.5%+12.0pp |
| Annual return | 20.43% | 28.10%-7.7pp | 28.19%-7.8pp | 345.39%-325.0pp |
| Employer contribution / active EE | $3,354 | $3,221+4.2% | $2,521+33.0% | $4,763-29.6% |
| Participant deferral / active EE | $7,413 | $4,778+55.1% | $4,048+83.1% | $5,851+26.7% |
| Admin fee / account holder | $267 | $12,193-97.8% | $7,491-96.4% | $11,598-97.7% |