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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,409 | $227,399-28.1% | $189,758-13.9% | $198,609-17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.26% | 61.03%-39.8pp | 52.62%-31.4pp | 202.70%-181.4pp |
| Employer contribution / active EE | $4,128 | $5,526-25.3% | $4,767-13.4% | $5,055-18.3% |
| Participant deferral / active EE | $8,493 | $6,837+24.2% | $5,856+45.0% | $6,977+21.7% |
| Admin fee / account holder | $38 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |