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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,990 | $209,336-44.6% | $197,124-41.2% | $137,256-15.5% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 17.03% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,059 | $6,591-38.4% | $6,227-34.8% | $4,156-2.3% |
| Participant deferral / active EE | $8,435 | $9,614-12.3% | $9,135-7.7% | $6,407+31.7% |
| Admin fee / account holder | $182 | $17,308-98.9% | $16,298-98.9% | $12,270-98.5% |