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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,894 | $154,228-17.1% | $145,433-12.1% | $137,256-6.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.85% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,605 | $4,804-25.0% | $4,554-20.9% | $4,156-13.3% |
| Participant deferral / active EE | $8,846 | $8,216+7.7% | $7,897+12.0% | $6,407+38.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |