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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,377 | $125,193+24.1% | $105,591+47.1% | $145,978+6.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.01% | 225.53%-213.5pp | 116.43%-104.4pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,294 | $3,718-11.4% | $3,166+4.1% | $4,662-29.3% |
| Participant deferral / active EE | $10,375 | $5,708+81.8% | $5,008+107.2% | $6,690+55.1% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |