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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,096 | $154,228+11.6% | $145,433+18.3% | $137,256+25.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.40% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,866 | $4,804-19.5% | $4,554-15.1% | $4,156-7.0% |
| Participant deferral / active EE | $7,721 | $8,216-6.0% | $7,897-2.2% | $6,407+20.5% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |