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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,064 | $106,280+89.2% | $96,538+108.3% | $139,487+44.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 20.38% | 38.48%-18.1pp | 35.74%-15.4pp | 373.84%-353.5pp |
| Employer contribution / active EE | $4,112 | $4,107+0.1% | $3,740+9.9% | $4,755-13.5% |
| Participant deferral / active EE | $8,876 | $5,457+62.7% | $4,880+81.9% | $6,713+32.2% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |