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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,312 | $154,228-24.6% | $145,433-20.0% | $137,256-15.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.13% | 74.59%-54.5pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,485 | $4,804-27.5% | $4,554-23.5% | $4,156-16.2% |
| Participant deferral / active EE | $16,205 | $8,216+97.2% | $7,897+105.2% | $6,407+152.9% |
| Admin fee / account holder | $276 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |