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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,899 | $183,627+5.6% | $155,602+24.6% | $145,978+32.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 61.32%-49.7pp | 64.81%-53.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $8,319 | $5,316+56.5% | $4,675+77.9% | $4,662+78.5% |
| Participant deferral / active EE | $4,160 | $6,466-35.7% | $5,629-26.1% | $6,690-37.8% |
| Admin fee / account holder | $142 | $19,327-99.3% | $15,923-99.1% | $13,400-98.9% |