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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,782 | $185,312+22.4% | $161,489+40.4% | $154,746+46.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 12.66% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $5,109 | $4,769+7.1% | $4,268+19.7% | $4,379+16.7% |
| Participant deferral / active EE | $9,128 | $6,350+43.8% | $5,630+62.1% | $6,730+35.6% |
| Admin fee / account holder | $101 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |