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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,694 | $183,516-2.6% | $155,534+14.9% | $145,884+22.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.23% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $7,040 | $5,315+32.5% | $4,675+50.6% | $4,662+51.0% |
| Participant deferral / active EE | $15,563 | $6,467+140.7% | $5,630+176.4% | $6,690+132.6% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |