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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,902 | $212,386-4.9% | $199,883+1.0% | $138,895+45.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.53% | 47.75%-24.2pp | 43.81%-20.3pp | 145.39%-121.9pp |
| Employer contribution / active EE | $10,176 | $6,625+53.6% | $6,261+62.5% | $4,194+142.6% |
| Participant deferral / active EE | $28,672 | $9,617+198.1% | $9,138+213.8% | $6,396+348.3% |
| Admin fee / account holder | $212 | $18,233-98.8% | $17,268-98.8% | $12,562-98.3% |