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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,366 | $212,386-23.1% | $199,883-18.3% | $138,895+17.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.8%+7.4pp | 79.9%+14.2pp |
| Annual return | 21.84% | 47.75%-25.9pp | 43.81%-22.0pp | 145.39%-123.6pp |
| Employer contribution / active EE | $4,835 | $6,625-27.0% | $6,261-22.8% | $4,194+15.3% |
| Participant deferral / active EE | $9,080 | $9,617-5.6% | $9,138-0.6% | $6,396+42.0% |
| Admin fee / account holder | $2 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |