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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,680 | $154,228-19.2% | $145,433-14.3% | $137,256-9.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.17% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $7,285 | $4,804+51.6% | $4,554+60.0% | $4,156+75.3% |
| Participant deferral / active EE | $20,572 | $8,216+150.4% | $7,897+160.5% | $6,407+221.1% |
| Admin fee / account holder | $123 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |