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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,630 | $185,312-0.4% | $161,489+14.3% | $154,746+19.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.59% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $6,842 | $4,769+43.5% | $4,268+60.3% | $4,379+56.2% |
| Participant deferral / active EE | $7,495 | $6,350+18.0% | $5,630+33.1% | $6,730+11.4% |
| Admin fee / account holder | $52 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |