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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,072 | $168,636+5.6% | $147,618+20.6% | $125,388+42.0% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.46% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $13,620 | $6,252+117.8% | $5,565+144.8% | $4,866+179.9% |
| Participant deferral / active EE | $2,386 | $5,507-56.7% | $4,895-51.3% | $5,352-55.4% |
| Admin fee / account holder | $210 | $13,580-98.5% | $11,612-98.2% | $9,541-97.8% |