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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,181 | $132,634-35.8% | $115,768-26.4% | $137,256-37.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 20.63% | 160.70%-140.1pp | 100.46%-79.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,159 | $3,360+23.8% | $2,940+41.5% | $4,156+0.1% |
| Participant deferral / active EE | $12,318 | $5,619+119.2% | $4,917+150.5% | $6,407+92.3% |
| Admin fee / account holder | $102 | $15,028-99.3% | $12,439-99.2% | $12,270-99.2% |