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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,169 | $152,592-21.2% | $125,180-4.0% | $152,885-21.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.45% | 54.84%-32.4pp | 43.79%-21.3pp | 345.39%-322.9pp |
| Employer contribution / active EE | $5,626 | $4,947+13.7% | $3,866+45.5% | $4,763+18.1% |
| Participant deferral / active EE | $16,219 | $5,868+176.4% | $4,937+228.5% | $5,851+177.2% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |