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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,790 | $154,228+19.8% | $145,433+27.1% | $137,256+34.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.70% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $5,787 | $4,804+20.5% | $4,554+27.1% | $4,156+39.2% |
| Participant deferral / active EE | $7,251 | $8,216-11.7% | $7,897-8.2% | $6,407+13.2% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |