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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,630 | $172,111+7.3% | $150,298+22.8% | $137,256+34.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.59% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $6,842 | $4,636+47.6% | $4,154+64.7% | $4,156+64.6% |
| Participant deferral / active EE | $7,495 | $6,166+21.6% | $5,453+37.4% | $6,407+17.0% |
| Admin fee / account holder | $52 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |