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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,672 | $201,264+6.7% | $184,185+16.6% | $145,978+47.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.50% | 29.00%-17.5pp | 28.81%-17.3pp | 550.52%-539.0pp |
| Employer contribution / active EE | $14,475 | $7,021+106.2% | $6,426+125.3% | $4,662+210.5% |
| Participant deferral / active EE | $10,773 | $9,806+9.9% | $9,132+18.0% | $6,690+61.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |