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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,189 | $174,379-31.1% | $152,093-21.0% | $138,895-13.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.36% | 74.86%-52.5pp | 66.36%-44.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $4,886 | $4,652+5.0% | $4,175+17.0% | $4,194+16.5% |
| Participant deferral / active EE | $5,501 | $6,159-10.7% | $5,451+0.9% | $6,396-14.0% |
| Admin fee / account holder | $262 | $16,880-98.4% | $14,497-98.2% | $12,562-97.9% |