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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,584 | $201,344-1.9% | $184,243+7.2% | $145,877+35.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.75% | 29.01%-19.3pp | 28.82%-19.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $5,871 | $7,022-16.4% | $6,427-8.6% | $4,663+25.9% |
| Participant deferral / active EE | $25,475 | $9,807+159.8% | $9,132+179.0% | $6,691+280.8% |
| Admin fee / account holder | $100 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |