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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,175 | $183,516-31.2% | $155,534-18.9% | $145,884-13.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.77% | 61.43%-44.7pp | 64.92%-48.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $5,300 | $5,315-0.3% | $4,675+13.4% | $4,662+13.7% |
| Participant deferral / active EE | $3,900 | $6,467-39.7% | $5,630-30.7% | $6,690-41.7% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |