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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,867 | $209,425-44.2% | $178,499-34.5% | $158,966-26.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 25.09% | 188.80%-163.7pp | 151.10%-126.0pp | 302.95%-277.9pp |
| Employer contribution / active EE | $5,815 | $5,707+1.9% | $5,011+16.0% | $4,762+22.1% |
| Participant deferral / active EE | $2,647 | $5,955-55.5% | $5,202-49.1% | $5,983-55.8% |
| Admin fee / account holder | $108 | $17,078-99.4% | $13,986-99.2% | $11,250-99.0% |