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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,536 | $72,071+21.5% | $68,368+28.0% | $137,256-36.2% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 18.11% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,277 | $2,788-18.3% | $2,649-14.0% | $4,156-45.2% |
| Participant deferral / active EE | $6,496 | $4,410+47.3% | $4,123+57.6% | $6,407+1.4% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |