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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,916 | $115,810+5.3% | $101,271+20.4% | $158,966-23.3% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 18.53% | 56.15%-37.6pp | 46.48%-27.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $4,588 | $4,175+9.9% | $3,660+25.3% | $4,762-3.7% |
| Participant deferral / active EE | $3,756 | $4,958-24.3% | $4,371-14.1% | $5,983-37.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |