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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,624 | $162,136+6.5% | $152,301+13.3% | $154,746+11.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.73% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,563 | $4,890-6.7% | $4,624-1.3% | $4,379+4.2% |
| Participant deferral / active EE | $18,962 | $8,341+127.3% | $8,004+136.9% | $6,730+181.7% |
| Admin fee / account holder | $120 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |