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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,110 | $172,111+29.1% | $150,298+47.8% | $137,256+61.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 12.13% | 69.37%-57.2pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,588 | $4,636-44.2% | $4,154-37.7% | $4,156-37.7% |
| Participant deferral / active EE | $5,160 | $6,166-16.3% | $5,453-5.4% | $6,407-19.5% |
| Admin fee / account holder | $1 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |