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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,038 | $144,124-0.1% | $117,857+22.2% | $147,585-2.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 20.64% | 531.17%-510.5pp | 335.09%-314.4pp | 578.57%-557.9pp |
| Employer contribution / active EE | $2,543 | $4,897-48.1% | $3,786-32.8% | $4,876-47.9% |
| Participant deferral / active EE | $4,332 | $5,316-18.5% | $4,482-3.3% | $5,439-20.4% |
| Admin fee / account holder | $127 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |