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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,331 | $211,105-7.9% | $178,449+8.9% | $145,978+33.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.36% | 30.19%-14.8pp | 27.09%-11.7pp | 550.52%-535.2pp |
| Employer contribution / active EE | $5,333 | $4,569+16.7% | $3,951+35.0% | $4,662+14.4% |
| Participant deferral / active EE | $10,216 | $6,959+46.8% | $6,277+62.8% | $6,690+52.7% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |