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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,082 | $172,111+2.9% | $150,298+17.8% | $137,256+29.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.18% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,181 | $4,636+76.5% | $4,154+96.9% | $4,156+96.9% |
| Participant deferral / active EE | $15,880 | $6,166+157.6% | $5,453+191.2% | $6,407+147.9% |
| Admin fee / account holder | $45 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |