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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,308 | $201,344-5.5% | $184,243+3.3% | $145,877+30.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.11% | 29.01%-6.9pp | 28.82%-6.7pp | 551.28%-529.2pp |
| Employer contribution / active EE | $4,975 | $7,022-29.2% | $6,427-22.6% | $4,663+6.7% |
| Participant deferral / active EE | $11,194 | $9,807+14.1% | $9,132+22.6% | $6,691+67.3% |
| Admin fee / account holder | $8 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |