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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,938 | $139,948+14.3% | $121,663+31.5% | $154,746+3.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.29% | 230.52%-221.2pp | 147.54%-138.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $3,872 | $3,521+10.0% | $3,020+28.2% | $4,379-11.6% |
| Participant deferral / active EE | $2,581 | $5,629-54.1% | $4,887-47.2% | $6,730-61.6% |
| Admin fee / account holder | $267 | $17,321-98.5% | $14,289-98.1% | $14,365-98.1% |