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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,728 | $181,062+0.4% | $158,223+14.9% | $155,188+17.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.54% | 57.39%-40.8pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $925 | $4,565-79.7% | $4,109-77.5% | $4,248-78.2% |
| Participant deferral / active EE | $4,767 | $6,134-22.3% | $5,467-12.8% | $6,531-27.0% |
| Admin fee / account holder | $287 | $18,825-98.5% | $16,047-98.2% | $14,480-98.0% |