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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,963 | $162,136+51.7% | $152,301+61.5% | $154,746+58.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.23% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,773 | $4,890-22.8% | $4,624-18.4% | $4,379-13.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |