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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,405 | $201,344-9.4% | $184,243-1.0% | $145,877+25.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.67% | 29.01%-10.3pp | 28.82%-10.1pp | 551.28%-532.6pp |
| Employer contribution / active EE | $3,386 | $7,022-51.8% | $6,427-47.3% | $4,663-27.4% |
| Participant deferral / active EE | $9,642 | $9,807-1.7% | $9,132+5.6% | $6,691+44.1% |
| Admin fee / account holder | $252 | $16,382-98.5% | $13,914-98.2% | $13,402-98.1% |