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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,273 | $185,312+19.9% | $161,489+37.6% | $154,746+43.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 26.69% | 103.84%-77.1pp | 89.72%-63.0pp | 172.34%-145.6pp |
| Employer contribution / active EE | $3,979 | $4,769-16.6% | $4,268-6.8% | $4,379-9.1% |
| Participant deferral / active EE | $17,128 | $6,350+169.8% | $5,630+204.2% | $6,730+154.5% |
| Admin fee / account holder | $188 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |