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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,603 | $165,399+2.5% | $149,745+13.3% | $158,982+6.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 13.67% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $985 | $5,105-80.7% | $4,646-78.8% | $4,763-79.3% |
| Participant deferral / active EE | $5,963 | $7,183-17.0% | $6,843-12.9% | $5,983-0.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |