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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,946 | $172,111-27.4% | $150,298-16.9% | $137,256-9.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.78% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,528 | $4,636+19.2% | $4,154+33.1% | $4,156+33.0% |
| Participant deferral / active EE | $7,782 | $6,166+26.2% | $5,453+42.7% | $6,407+21.5% |
| Admin fee / account holder | $234 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |