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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,466 | $174,379-30.3% | $152,093-20.1% | $138,895-12.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.62% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $4,048 | $4,652-13.0% | $4,175-3.0% | $4,194-3.5% |
| Participant deferral / active EE | $7,802 | $6,159+26.7% | $5,451+43.1% | $6,396+22.0% |
| Admin fee / account holder | $24 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |