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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,664 | $148,582-21.5% | $135,942-14.2% | $139,456-16.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 23.27% | 79.26%-56.0pp | 68.28%-45.0pp | 373.45%-350.2pp |
| Employer contribution / active EE | $3,925 | $5,245-25.2% | $4,858-19.2% | $4,753-17.4% |
| Participant deferral / active EE | $4,864 | $8,101-40.0% | $7,759-37.3% | $6,711-27.5% |
| Admin fee / account holder | $270 | $12,402-97.8% | $10,764-97.5% | $11,407-97.6% |