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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,730 | $172,111-38.0% | $150,298-29.0% | $137,256-22.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 33.20% | 69.37%-36.2pp | 62.79%-29.6pp | 220.34%-187.1pp |
| Employer contribution / active EE | $4,543 | $4,636-2.0% | $4,154+9.4% | $4,156+9.3% |
| Participant deferral / active EE | $5,109 | $6,166-17.1% | $5,453-6.3% | $6,407-20.3% |
| Admin fee / account holder | $282 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |