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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,136 | $106,247+35.7% | $96,515+49.3% | $139,466+3.3% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 22.99% | 38.47%-15.5pp | 35.73%-12.7pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,825 | $4,106-55.6% | $3,740-51.2% | $4,754-61.6% |
| Participant deferral / active EE | $4,830 | $5,456-11.5% | $4,880-1.0% | $6,712-28.0% |
| Admin fee / account holder | $25 | $7,885-99.7% | $6,735-99.6% | $11,409-99.8% |