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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,075 | $148,629+9.0% | $135,982+19.2% | $139,487+16.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.47% | 79.33%-62.9pp | 68.32%-51.9pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,001 | $5,247-42.8% | $4,859-38.2% | $4,755-36.9% |
| Participant deferral / active EE | $6,395 | $8,102-21.1% | $7,760-17.6% | $6,713-4.7% |
| Admin fee / account holder | $257 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |