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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,090 | $201,264+0.4% | $184,185+9.7% | $145,978+38.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.57% | 29.00%-15.4pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $9,585 | $7,021+36.5% | $6,426+49.2% | $4,662+105.6% |
| Participant deferral / active EE | $14,133 | $9,806+44.1% | $9,132+54.8% | $6,690+111.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |