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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,013 | $148,623+16.4% | $135,974+27.2% | $139,466+24.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.76% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.9pp |
| Employer contribution / active EE | $8,743 | $5,246+66.6% | $4,859+79.9% | $4,754+83.9% |
| Participant deferral / active EE | $7,813 | $8,103-3.6% | $7,760+0.7% | $6,712+16.4% |
| Admin fee / account holder | $41 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |