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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,332 | $156,398+10.8% | $147,318+17.7% | $138,895+24.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 18.42% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $7,236 | $4,853+49.1% | $4,593+57.5% | $4,194+72.5% |
| Participant deferral / active EE | $7,657 | $8,237-7.0% | $7,906-3.2% | $6,396+19.7% |
| Admin fee / account holder | $18 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |