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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,900 | $148,623-17.3% | $135,974-9.6% | $139,466-11.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.85% | 79.30%-61.4pp | 68.30%-50.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,996 | $5,246-62.0% | $4,859-58.9% | $4,754-58.0% |
| Participant deferral / active EE | $7,220 | $8,103-10.9% | $7,760-7.0% | $6,712+7.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |