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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,248 | $176,105-17.5% | $159,474-8.9% | $167,536-13.3% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.08% | 331.91%-321.8pp | 263.68%-253.6pp | 478.82%-468.7pp |
| Employer contribution / active EE | $3,789 | $5,299-28.5% | $4,831-21.6% | $4,839-21.7% |
| Participant deferral / active EE | $8,918 | $7,751+15.0% | $7,353+21.3% | $6,342+40.6% |
| Admin fee / account holder | $55 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |