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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,457 | $209,336+4.8% | $197,124+11.3% | $137,256+59.9% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 17.04% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $7,086 | $6,591+7.5% | $6,227+13.8% | $4,156+70.5% |
| Participant deferral / active EE | $5,261 | $9,614-45.3% | $9,135-42.4% | $6,407-17.9% |
| Admin fee / account holder | $3 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |