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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,242 | $156,398+31.2% | $147,318+39.3% | $138,895+47.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 16.20% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $13,630 | $4,853+180.8% | $4,593+196.8% | $4,194+225.0% |
| Participant deferral / active EE | $7,930 | $8,237-3.7% | $7,906+0.3% | $6,396+24.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |