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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,467 | $154,228-19.3% | $145,433-14.4% | $137,256-9.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.80% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,347 | $4,804+11.3% | $4,554+17.4% | $4,156+28.7% |
| Participant deferral / active EE | $14,978 | $8,216+82.3% | $7,897+89.7% | $6,407+133.8% |
| Admin fee / account holder | $128 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |