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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,963 | $156,398+57.3% | $147,318+67.0% | $138,895+77.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.23% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,773 | $4,853-22.3% | $4,593-17.9% | $4,194-10.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |