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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,941 | $172,111+13.3% | $150,298+29.7% | $137,256+42.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.77% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,123 | $4,636-32.6% | $4,154-24.8% | $4,156-24.9% |
| Participant deferral / active EE | $9,968 | $6,166+61.7% | $5,453+82.8% | $6,407+55.6% |
| Admin fee / account holder | $142 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |