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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,045 | $197,625-19.5% | $177,840-10.6% | $158,966+0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.50% | 58.76%-42.3pp | 48.32%-31.8pp | 302.95%-286.4pp |
| Employer contribution / active EE | $3,830 | $6,698-42.8% | $5,919-35.3% | $4,762-19.6% |
| Participant deferral / active EE | $5,462 | $8,405-35.0% | $7,714-29.2% | $5,983-8.7% |
| Admin fee / account holder | $107 | $15,405-99.3% | $12,431-99.1% | $11,250-99.0% |