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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,225 | $185,312-15.7% | $161,489-3.3% | $154,746+1.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 13.84% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,107 | $4,769-34.9% | $4,268-27.2% | $4,379-29.1% |
| Participant deferral / active EE | $3,612 | $6,350-43.1% | $5,630-35.8% | $6,730-46.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |