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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,354 | $156,398-2.6% | $147,318+3.4% | $138,895+9.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 20.61% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,640 | $4,853-45.6% | $4,593-42.5% | $4,194-37.0% |
| Participant deferral / active EE | $7,393 | $8,237-10.3% | $7,906-6.5% | $6,396+15.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |