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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,077 | $185,312+2.0% | $161,489+17.1% | $154,746+22.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.35% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $8,691 | $4,769+82.2% | $4,268+103.6% | $4,379+98.5% |
| Participant deferral / active EE | $20,638 | $6,350+225.0% | $5,630+266.6% | $6,730+206.6% |
| Admin fee / account holder | $196 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |