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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,781 | $181,062-67.5% | $158,223-62.8% | $155,188-62.1% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 22.06% | 57.39%-35.3pp | 52.09%-30.0pp | 148.84%-126.8pp |
| Employer contribution / active EE | $4,740 | $4,565+3.8% | $4,109+15.4% | $4,248+11.6% |
| Participant deferral / active EE | $10,132 | $6,134+65.2% | $5,467+85.3% | $6,531+55.1% |
| Admin fee / account holder | $53 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |