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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,322 | $135,956+61.3% | $123,894+77.0% | $273,972-19.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.03% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $6,859 | $5,170+32.7% | $4,617+48.6% | $4,869+40.9% |
| Participant deferral / active EE | $13,929 | $6,343+119.6% | $5,984+132.8% | $5,287+163.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |