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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,101 | $176,105-14.8% | $159,474-5.9% | $167,536-10.4% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.36% | 331.91%-320.6pp | 263.68%-252.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,824 | $5,299-46.7% | $4,831-41.5% | $4,839-41.6% |
| Participant deferral / active EE | $9,116 | $7,751+17.6% | $7,353+24.0% | $6,342+43.7% |
| Admin fee / account holder | $125 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |