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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,766 | $227,633-18.0% | $189,597-1.5% | $167,553+11.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 22.83% | 78.45%-55.6pp | 64.20%-41.4pp | 478.89%-456.1pp |
| Employer contribution / active EE | $3,345 | $5,317-37.1% | $4,412-24.2% | $4,840-30.9% |
| Participant deferral / active EE | $7,699 | $7,003+9.9% | $6,174+24.7% | $6,343+21.4% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |