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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,668 | $197,637+0.5% | $177,848+11.7% | $158,982+25.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 47.04% | 58.77%-11.7pp | 48.33%-1.3pp | 302.99%-255.9pp |
| Employer contribution / active EE | $3,576 | $6,698-46.6% | $5,919-39.6% | $4,763-24.9% |
| Participant deferral / active EE | $10,653 | $8,405+26.7% | $7,714+38.1% | $5,983+78.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |