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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,614 | $155,555-20.5% | $146,866-15.8% | $155,188-20.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 20.69% | 115.41%-94.7pp | 102.85%-82.2pp | 148.84%-128.1pp |
| Employer contribution / active EE | $2,820 | $4,647-39.3% | $4,425-36.3% | $4,248-33.6% |
| Participant deferral / active EE | $9,907 | $8,044+23.2% | $7,759+27.7% | $6,531+51.7% |
| Admin fee / account holder | $129 | $14,755-99.1% | $13,620-99.1% | $14,480-99.1% |