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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,368 | $201,370+20.9% | $184,256+32.1% | $145,897+66.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.03% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $5,624 | $7,024-19.9% | $6,427-12.5% | $4,663+20.6% |
| Participant deferral / active EE | $19,219 | $9,808+96.0% | $9,133+110.4% | $6,689+187.3% |
| Admin fee / account holder | $14 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |