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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,726 | $156,398-16.4% | $147,318-11.3% | $138,895-5.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 20.22% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,956 | $4,853-39.1% | $4,593-35.6% | $4,194-29.5% |
| Participant deferral / active EE | $14,930 | $8,237+81.2% | $7,906+88.8% | $6,396+133.4% |
| Admin fee / account holder | $81 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |