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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,574 | $209,428-45.3% | $178,498-35.8% | $158,950-27.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.35% | 188.78%-177.4pp | 151.09%-139.7pp | 302.91%-291.6pp |
| Employer contribution / active EE | $2,604 | $5,707-54.4% | $5,011-48.0% | $4,762-45.3% |
| Participant deferral / active EE | $5,967 | $5,955+0.2% | $5,202+14.7% | $5,983-0.3% |
| Admin fee / account holder | $93 | $17,077-99.5% | $13,985-99.3% | $11,248-99.2% |