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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,813 | $155,555+20.1% | $146,866+27.2% | $155,188+20.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 19.10% | 115.41%-96.3pp | 102.85%-83.8pp | 148.84%-129.7pp |
| Employer contribution / active EE | $11,585 | $4,647+149.3% | $4,425+161.8% | $4,248+172.7% |
| Participant deferral / active EE | $10,787 | $8,044+34.1% | $7,759+39.0% | $6,531+65.2% |
| Admin fee / account holder | $116 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |