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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,615 | $149,778+12.6% | $118,946+41.8% | $158,966+6.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 17.89% | 19.95%-2.1pp | 35.89%-18.0pp | 302.95%-285.1pp |
| Employer contribution / active EE | $7,800 | $4,117+89.5% | $3,263+139.0% | $4,762+63.8% |
| Participant deferral / active EE | $15,600 | $5,225+198.6% | $4,266+265.7% | $5,983+160.7% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |