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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,205 | $209,425-14.9% | $178,499-0.2% | $158,966+12.1% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 18.42% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.5pp |
| Employer contribution / active EE | $5,062 | $5,707-11.3% | $5,011+1.0% | $4,762+6.3% |
| Participant deferral / active EE | $3,623 | $5,955-39.2% | $5,202-30.4% | $5,983-39.4% |
| Admin fee / account holder | $92 | $17,078-99.5% | $13,986-99.3% | $11,250-99.2% |