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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,584 | $198,457-19.1% | $170,435-5.8% | $147,586+8.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.49% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $7,496 | $6,183+21.2% | $5,432+38.0% | $4,876+53.7% |
| Participant deferral / active EE | $4,167 | $5,629-26.0% | $4,939-15.6% | $5,439-23.4% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |