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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,921 | $156,398-4.8% | $147,318+1.1% | $138,895+7.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.75% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $6,666 | $4,853+37.4% | $4,593+45.1% | $4,194+58.9% |
| Participant deferral / active EE | $22,415 | $8,237+172.1% | $7,906+183.5% | $6,396+250.4% |
| Admin fee / account holder | $212 | $14,976-98.6% | $13,708-98.5% | $12,562-98.3% |