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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,134 | $127,387+89.3% | $115,038+109.6% | $125,389+92.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.24% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,000 | $5,166-22.6% | $4,608-13.2% | $4,866-17.8% |
| Participant deferral / active EE | $6,745 | $6,423+5.0% | $6,026+11.9% | $5,352+26.0% |
| Admin fee / account holder | $30 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |