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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,407 | $181,062-42.9% | $158,223-34.6% | $155,188-33.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.32% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $4,116 | $4,565-9.8% | $4,109+0.2% | $4,248-3.1% |
| Participant deferral / active EE | $9,516 | $6,134+55.1% | $5,467+74.1% | $6,531+45.7% |
| Admin fee / account holder | $4 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |