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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,083 | $141,004-31.9% | $112,273-14.4% | $139,466-31.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 18.27% | 32.75%-14.5pp | 30.23%-12.0pp | 373.66%-355.4pp |
| Employer contribution / active EE | $5,645 | $4,285+31.7% | $3,431+64.5% | $4,754+18.7% |
| Participant deferral / active EE | $11,767 | $5,878+100.2% | $4,800+145.2% | $6,712+75.3% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |