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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,196 | $138,114-23.1% | $125,391-15.3% | $134,545-21.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 1.24% | 750.88%-749.6pp | 572.41%-571.2pp | 418.37%-417.1pp |
| Employer contribution / active EE | $1,298 | $5,246-75.2% | $4,816-73.0% | $4,742-72.6% |
| Participant deferral / active EE | $8,200 | $7,801+5.1% | $7,448+10.1% | $6,401+28.1% |
| Admin fee / account holder | $117 | $11,570-99.0% | $10,009-98.8% | $11,431-99.0% |