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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,373 | $141,004-13.9% | $112,273+8.1% | $139,466-13.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.88% | 32.75%-5.9pp | 30.23%-3.3pp | 373.66%-346.8pp |
| Employer contribution / active EE | $4,626 | $4,285+8.0% | $3,431+34.8% | $4,754-2.7% |
| Participant deferral / active EE | $23,582 | $5,878+301.2% | $4,800+391.3% | $6,712+251.3% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,409-99.8% |