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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,212 | $178,174-31.4% | $156,181-21.7% | $137,256-11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.64% | 84.19%-72.6pp | 64.87%-53.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $24,804 | $4,972+398.9% | $4,294+477.7% | $4,156+496.8% |
| Participant deferral / active EE | $21,917 | $6,888+218.2% | $6,132+257.4% | $6,407+242.1% |
| Admin fee / account holder | $247 | $17,404-98.6% | $14,586-98.3% | $12,270-98.0% |