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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,834 | $135,956+35.2% | $123,894+48.4% | $273,972-32.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.83% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $8,916 | $5,170+72.5% | $4,617+93.1% | $4,869+83.1% |
| Participant deferral / active EE | $11,556 | $6,343+82.2% | $5,984+93.1% | $5,287+118.6% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |