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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,612 | $167,323+35.4% | $143,770+57.6% | $134,493+68.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 15.46% | 0.47%+15.0pp | -0.04%+15.5pp | 418.01%-402.6pp |
| Employer contribution / active EE | $9,883 | $5,619+75.9% | $4,951+99.6% | $4,740+108.5% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |