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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,572 | $100,262+42.2% | $81,370+75.2% | $145,897-2.3% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 12.04% | 34.52%-22.5pp | 24.85%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,221 | $2,979+8.1% | $2,464+30.7% | $4,663-30.9% |
| Participant deferral / active EE | $6,426 | $4,612+39.3% | $3,885+65.4% | $6,689-3.9% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |