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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,894 | $75,541+118.3% | $152,093+8.4% | $82,637+99.5% |
| Participation rate | 96.2% | 66.5%+29.6pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 13.21% | 32.56%-19.4pp | 66.36%-53.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $5,605 | $2,622+113.8% | $4,175+34.3% | $2,552+119.6% |
| Participant deferral / active EE | $4,993 | $3,206+55.7% | $5,451-8.4% | $4,126+21.0% |
| Admin fee / account holder | $88 | $6,405-98.6% | $14,497-99.4% | $7,339-98.8% |