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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,640 | $197,603+23.3% | $177,827+37.0% | $158,950+53.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.33% | 58.76%-50.4pp | 48.32%-40.0pp | 302.91%-294.6pp |
| Employer contribution / active EE | $5,360 | $6,698-20.0% | $5,918-9.4% | $4,762+12.6% |
| Participant deferral / active EE | $17,383 | $8,404+106.8% | $7,713+125.4% | $5,983+190.6% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |