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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,877 | $99,053+77.6% | $88,179+99.5% | $138,895+26.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 14.16% | 78.17%-64.0pp | 64.97%-50.8pp | 145.39%-131.2pp |
| Employer contribution / active EE | $25,492 | $2,882+784.5% | $2,549+900.0% | $4,194+507.8% |
| Participant deferral / active EE | $12,060 | $5,225+130.8% | $4,614+161.4% | $6,396+88.5% |
| Admin fee / account holder | $49 | $8,748-99.4% | $7,673-99.4% | $12,562-99.6% |