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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,532 | $209,336-2.8% | $197,124+3.3% | $137,256+48.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.20% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $8,459 | $6,591+28.3% | $6,227+35.8% | $4,156+103.5% |
| Participant deferral / active EE | $13,329 | $9,614+38.6% | $9,135+45.9% | $6,407+108.0% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |