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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,894 | $76,407+115.8% | $150,298+9.7% | $82,448+100.0% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 13.21% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,605 | $2,614+114.4% | $4,154+34.9% | $2,551+119.7% |
| Participant deferral / active EE | $4,993 | $3,214+55.3% | $5,453-8.4% | $4,139+20.6% |
| Admin fee / account holder | $88 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |