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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,195 | $148,623+4.4% | $135,974+14.1% | $139,466+11.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 74.68% | 79.30%-4.6pp | 68.30%+6.4pp | 373.66%-299.0pp |
| Employer contribution / active EE | $6,081 | $5,246+15.9% | $4,859+25.1% | $4,754+27.9% |
| Participant deferral / active EE | $32,950 | $8,103+306.7% | $7,760+324.6% | $6,712+390.9% |
| Admin fee / account holder | $48 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |