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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,441 | $172,758-22.8% | $149,600-10.8% | $138,895-3.9% |
| Participation rate | 78.9% | 80.2%-1.2pp | 77.2%+1.8pp | 79.9%-1.0pp |
| Annual return | 16.42% | 181.17%-164.8pp | 129.59%-113.2pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,555 | $4,778-25.6% | $4,193-15.2% | $4,194-15.2% |
| Participant deferral / active EE | $6,444 | $8,180-21.2% | $7,203-10.5% | $6,396+0.8% |
| Admin fee / account holder | $18 | $17,615-99.9% | $13,963-99.9% | $12,562-99.9% |