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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,124 | $201,344+14.8% | $184,243+25.4% | $145,877+58.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.61% | 29.01%-4.4pp | 28.82%-4.2pp | 551.28%-526.7pp |
| Employer contribution / active EE | $5,100 | $7,022-27.4% | $6,427-20.6% | $4,663+9.4% |
| Participant deferral / active EE | $12,400 | $9,807+26.4% | $9,132+35.8% | $6,691+85.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |