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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,499 | $197,637+25.7% | $177,848+39.7% | $158,982+56.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.44% | 58.77%-38.3pp | 48.33%-27.9pp | 302.99%-282.6pp |
| Employer contribution / active EE | $5,887 | $6,698-12.1% | $5,919-0.5% | $4,763+23.6% |
| Participant deferral / active EE | $4,906 | $8,405-41.6% | $7,714-36.4% | $5,983-18.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |