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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,684 | $172,111-17.1% | $150,298-5.1% | $137,256+4.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.26% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,847 | $4,636-17.0% | $4,154-7.4% | $4,156-7.4% |
| Participant deferral / active EE | $9,003 | $6,166+46.0% | $5,453+65.1% | $6,407+40.5% |
| Admin fee / account holder | $112 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |