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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,369 | $154,228+2.7% | $145,433+8.9% | $137,256+15.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $950 | $4,804-80.2% | $4,554-79.2% | $4,156-77.2% |
| Participant deferral / active EE | $17,038 | $8,216+107.4% | $7,897+115.7% | $6,407+165.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |