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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,837 | $168,636+48.2% | $147,617+69.2% | $125,393+99.2% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 26.44% | 77.65%-51.2pp | 61.98%-35.5pp | 282.23%-255.8pp |
| Employer contribution / active EE | $7,344 | $6,252+17.5% | $5,565+32.0% | $4,866+50.9% |
| Participant deferral / active EE | $7,557 | $5,507+37.2% | $4,895+54.4% | $5,351+41.2% |
| Admin fee / account holder | $118 | $13,580-99.1% | $11,611-99.0% | $9,541-98.8% |