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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,445 | $135,956+69.5% | $123,894+86.0% | $273,972-15.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.81% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $6,262 | $5,170+21.1% | $4,617+35.6% | $4,869+28.6% |
| Participant deferral / active EE | $8,321 | $6,343+31.2% | $5,984+39.1% | $5,287+57.4% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |