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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,652 | $148,623+18.9% | $135,974+29.9% | $139,466+26.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.25% | 79.30%-63.0pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $8,897 | $5,246+69.6% | $4,859+83.1% | $4,754+87.2% |
| Participant deferral / active EE | $8,381 | $8,103+3.4% | $7,760+8.0% | $6,712+24.9% |
| Admin fee / account holder | $192 | $12,406-98.4% | $10,767-98.2% | $11,409-98.3% |