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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,461 | $172,111-12.0% | $150,298+0.8% | $137,256+10.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.83% | 69.37%-54.5pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,652 | $4,636-42.8% | $4,154-36.2% | $4,156-36.2% |
| Participant deferral / active EE | $9,263 | $6,166+50.2% | $5,453+69.9% | $6,407+44.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |