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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,587 | $155,555-48.8% | $146,866-45.8% | $155,188-48.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 22.21% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $7,538 | $4,647+62.2% | $4,425+70.4% | $4,248+77.5% |
| Participant deferral / active EE | $12,269 | $8,044+52.5% | $7,759+58.1% | $6,531+87.9% |
| Admin fee / account holder | $73 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |