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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,729 | $213,785+13.1% | $185,441+30.4% | $155,188+55.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.83% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,556 | $5,393-52.6% | $4,672-45.3% | $4,248-39.8% |
| Participant deferral / active EE | $9,031 | $6,864+31.6% | $6,152+46.8% | $6,531+38.3% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |