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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,816 | $154,228+2.3% | $145,433+8.5% | $137,256+15.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.37% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,185 | $4,804-54.5% | $4,554-52.0% | $4,156-47.4% |
| Participant deferral / active EE | $4,772 | $8,216-41.9% | $7,897-39.6% | $6,407-25.5% |
| Admin fee / account holder | $200 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |