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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,365 | $185,312-12.4% | $161,489+0.5% | $154,746+4.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.43% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,179 | $4,769-54.3% | $4,268-48.9% | $4,379-50.2% |
| Participant deferral / active EE | $11,858 | $6,350+86.7% | $5,630+110.6% | $6,730+76.2% |
| Admin fee / account holder | $178 | $18,654-99.0% | $16,006-98.9% | $14,365-98.8% |