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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,022 | $172,111-35.5% | $150,298-26.1% | $137,256-19.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.09% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,294 | $4,636+100.5% | $4,154+123.7% | $4,156+123.6% |
| Participant deferral / active EE | $5,349 | $6,166-13.3% | $5,453-1.9% | $6,407-16.5% |
| Admin fee / account holder | $16 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |