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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,344 | $156,398-43.5% | $147,318-40.0% | $138,895-36.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.24% | 78.75%-54.5pp | 70.43%-46.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $6,047 | $4,853+24.6% | $4,593+31.7% | $4,194+44.2% |
| Participant deferral / active EE | $25,338 | $8,237+207.6% | $7,906+220.5% | $6,396+296.1% |
| Admin fee / account holder | $165 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |