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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,407 | $185,312-13.4% | $161,489-0.7% | $154,746+3.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.29% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $28,098 | $4,769+489.2% | $4,268+558.3% | $4,379+541.6% |
| Participant deferral / active EE | $20,868 | $6,350+228.6% | $5,630+270.7% | $6,730+210.1% |
| Admin fee / account holder | $189 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |