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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,358 | $155,555-22.6% | $146,866-18.0% | $155,188-22.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 23.02% | 115.41%-92.4pp | 102.85%-79.8pp | 148.84%-125.8pp |
| Employer contribution / active EE | $7,202 | $4,647+55.0% | $4,425+62.8% | $4,248+69.6% |
| Participant deferral / active EE | $13,178 | $8,044+63.8% | $7,759+69.8% | $6,531+101.8% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |