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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,364 | $172,111-3.3% | $150,298+10.7% | $137,256+21.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.25% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,679 | $4,636+0.9% | $4,154+12.6% | $4,156+12.6% |
| Participant deferral / active EE | $8,598 | $6,166+39.4% | $5,453+57.7% | $6,407+34.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |