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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,667 | $154,228-25.7% | $145,433-21.2% | $137,256-16.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.77% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,071 | $4,804-36.1% | $4,554-32.6% | $4,156-26.1% |
| Participant deferral / active EE | $11,752 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $104 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |