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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,507 | $209,336-22.4% | $197,124-17.6% | $137,256+18.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 31.12% | 48.09%-17.0pp | 44.34%-13.2pp | 220.34%-189.2pp |
| Employer contribution / active EE | $11,102 | $6,591+68.5% | $6,227+78.3% | $4,156+167.1% |
| Participant deferral / active EE | $10,340 | $9,614+7.5% | $9,135+13.2% | $6,407+61.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |