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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,379 | $227,597-29.5% | $189,575-15.4% | $167,536-4.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.03% | 78.44%-65.4pp | 64.19%-51.2pp | 478.82%-465.8pp |
| Employer contribution / active EE | $5,407 | $5,316+1.7% | $4,412+22.6% | $4,839+11.7% |
| Participant deferral / active EE | $8,581 | $7,002+22.5% | $6,174+39.0% | $6,342+35.3% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |