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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,800 | $181,062-4.6% | $158,223+9.2% | $155,188+11.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 14.65% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,830 | $4,565-16.1% | $4,109-6.8% | $4,248-9.8% |
| Participant deferral / active EE | $16,258 | $6,134+165.0% | $5,467+197.4% | $6,531+148.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |