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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,612 | $228,352-27.5% | $185,835-10.9% | $158,966+4.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.81% | 40.81%-32.0pp | 35.96%-27.2pp | 302.95%-294.1pp |
| Employer contribution / active EE | $8,418 | $4,967+69.5% | $4,087+106.0% | $4,762+76.8% |
| Participant deferral / active EE | $4,503 | $6,416-29.8% | $5,633-20.1% | $5,983-24.7% |
| Admin fee / account holder | $90 | $11,867-99.2% | $9,502-99.0% | $11,250-99.2% |