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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,301 | $165,939+2.0% | $122,354+38.4% | $147,585+14.7% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 19.76% | 34.56%-14.8pp | 30.28%-10.5pp | 578.58%-558.8pp |
| Employer contribution / active EE | $5,493 | $5,754-4.5% | $4,051+35.6% | $4,876+12.6% |
| Participant deferral / active EE | $5,398 | $4,005+34.8% | $3,287+64.2% | $5,439-0.7% |
| Admin fee / account holder | $281 | $7,425-96.2% | $5,479-94.9% | $10,886-97.4% |