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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,400 | $183,539+9.7% | $155,556+29.5% | $145,897+38.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 20.57% | 61.31%-40.7pp | 64.84%-44.3pp | 552.29%-531.7pp |
| Employer contribution / active EE | $2,417 | $5,315-54.5% | $4,675-48.3% | $4,663-48.2% |
| Participant deferral / active EE | $8,824 | $6,467+36.4% | $5,631+56.7% | $6,689+31.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |