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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,365 | $172,111-5.7% | $150,298+8.0% | $137,256+18.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.43% | 69.37%-55.9pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,179 | $4,636-53.0% | $4,154-47.5% | $4,156-47.6% |
| Participant deferral / active EE | $11,858 | $6,166+92.3% | $5,453+117.5% | $6,407+85.1% |
| Admin fee / account holder | $178 | $16,471-98.9% | $14,116-98.7% | $12,270-98.6% |