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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,547 | $165,912-9.3% | $122,342+23.1% | $147,585+2.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.40% | 34.55%-25.2pp | 30.28%-20.9pp | 578.57%-569.2pp |
| Employer contribution / active EE | $8,298 | $5,754+44.2% | $4,051+104.8% | $4,876+70.2% |
| Participant deferral / active EE | $6,000 | $4,005+49.8% | $3,287+82.5% | $5,439+10.3% |
| Admin fee / account holder | $139 | $7,424-98.1% | $5,478-97.5% | $10,885-98.7% |