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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,077 | $181,062+4.4% | $158,223+19.5% | $155,188+21.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.35% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $8,691 | $4,565+90.4% | $4,109+111.5% | $4,248+104.6% |
| Participant deferral / active EE | $20,638 | $6,134+236.4% | $5,467+277.5% | $6,531+216.0% |
| Admin fee / account holder | $196 | $18,825-99.0% | $16,047-98.8% | $14,480-98.6% |