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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,936 | $176,120+7.3% | $159,487+18.5% | $167,553+12.8% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 11.93% | 331.95%-320.0pp | 263.71%-251.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $1,957 | $5,299-63.1% | $4,831-59.5% | $4,840-59.6% |
| Participant deferral / active EE | $6,336 | $7,752-18.3% | $7,354-13.8% | $6,343-0.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |