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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,807 | $201,370+22.6% | $184,256+33.9% | $145,897+69.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.43% | 29.05%-9.6pp | 28.85%-9.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $18,116 | $7,024+157.9% | $6,427+181.9% | $4,663+288.5% |
| Participant deferral / active EE | $16,590 | $9,808+69.2% | $9,133+81.6% | $6,689+148.0% |
| Admin fee / account holder | $118 | $16,364-99.3% | $13,899-99.2% | $13,390-99.1% |