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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,719 | $148,582+29.7% | $135,942+41.8% | $139,456+38.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 19.74% | 79.26%-59.5pp | 68.28%-48.5pp | 373.45%-353.7pp |
| Employer contribution / active EE | $4,896 | $5,245-6.6% | $4,858+0.8% | $4,753+3.0% |
| Participant deferral / active EE | $7,472 | $8,101-7.8% | $7,759-3.7% | $6,711+11.3% |
| Admin fee / account holder | $23 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |