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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,653 | $148,629+5.4% | $135,982+15.2% | $139,487+12.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.28% | 79.33%-65.1pp | 68.32%-54.0pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,102 | $5,247-79.0% | $4,859-77.3% | $4,755-76.8% |
| Participant deferral / active EE | $9,124 | $8,102+12.6% | $7,760+17.6% | $6,713+35.9% |
| Admin fee / account holder | $277 | $12,406-97.8% | $10,767-97.4% | $11,407-97.6% |