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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,656 | $209,422-23.8% | $178,503-10.6% | $158,982+0.4% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 16.79% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $3,832 | $5,707-32.8% | $5,011-23.5% | $4,763-19.5% |
| Participant deferral / active EE | $7,214 | $5,955+21.1% | $5,202+38.7% | $5,983+20.6% |
| Admin fee / account holder | $223 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |