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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,240 | $209,336-33.0% | $197,124-28.9% | $137,256+2.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.27% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,889 | $6,591-41.0% | $6,227-37.6% | $4,156-6.4% |
| Participant deferral / active EE | $12,776 | $9,614+32.9% | $9,135+39.9% | $6,407+99.4% |
| Admin fee / account holder | $270 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |