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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,277 | $185,905-31.5% | $170,057-25.2% | $139,487-8.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 16.63% | 60.56%-43.9pp | 53.42%-36.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,885 | $7,597-62.0% | $6,790-57.5% | $4,755-39.3% |
| Participant deferral / active EE | $17,763 | $11,627+52.8% | $10,411+70.6% | $6,713+164.6% |
| Admin fee / account holder | $3 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |