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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,198 | $155,555-46.5% | $146,866-43.4% | $155,188-46.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.82% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $5,191 | $4,647+11.7% | $4,425+17.3% | $4,248+22.2% |
| Participant deferral / active EE | $8,692 | $8,044+8.1% | $7,759+12.0% | $6,531+33.1% |
| Admin fee / account holder | $92 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |