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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,817 | $124,346+10.0% | $111,308+22.9% | $167,536-18.3% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 14.16% | 37.45%-23.3pp | 54.67%-40.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,330 | $3,437-61.3% | $2,732-51.3% | $4,839-72.5% |
| Participant deferral / active EE | $4,633 | $5,182-10.6% | $4,487+3.3% | $6,342-26.9% |
| Admin fee / account holder | $3 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |