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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,629 | $172,111-19.5% | $150,298-7.8% | $137,256+1.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.36% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,669 | $4,636-64.0% | $4,154-59.8% | $4,156-59.8% |
| Participant deferral / active EE | $1,783 | $6,166-71.1% | $5,453-67.3% | $6,407-72.2% |
| Admin fee / account holder | $115 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |