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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,990 | $162,785+2.6% | $133,959+24.7% | $158,950+5.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.14% | 41.94%-29.8pp | 45.09%-32.9pp | 302.91%-290.8pp |
| Employer contribution / active EE | $10,275 | $4,975+106.5% | $3,919+162.2% | $4,762+115.8% |
| Participant deferral / active EE | $7,489 | $5,910+26.7% | $5,047+48.4% | $5,983+25.2% |
| Admin fee / account holder | $9 | $11,738-99.9% | $8,928-99.9% | $11,248-99.9% |