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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,369 | $162,136-9.7% | $152,301-3.9% | $154,746-5.4% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 21.52% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $5,700 | $4,890+16.6% | $4,624+23.3% | $4,379+30.2% |
| Participant deferral / active EE | $14,178 | $8,341+70.0% | $8,004+77.1% | $6,730+110.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |