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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,397 | $172,111+8.3% | $150,298+24.0% | $137,256+35.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 13.01% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $15,224 | $4,636+228.4% | $4,154+266.5% | $4,156+266.3% |
| Participant deferral / active EE | $16,207 | $6,166+162.9% | $5,453+197.2% | $6,407+153.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |