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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,221 | $227,291-14.1% | $214,702-9.1% | $155,188+25.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 27.91% | 60.08%-32.2pp | 54.55%-26.6pp | 148.84%-120.9pp |
| Employer contribution / active EE | $4,452 | $6,772-34.2% | $6,461-31.1% | $4,248+4.8% |
| Participant deferral / active EE | $19,100 | $9,582+99.3% | $9,147+108.8% | $6,531+192.4% |
| Admin fee / account holder | $202 | $20,413-99.0% | $19,830-99.0% | $14,480-98.6% |