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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,728 | $217,432+13.5% | $185,849+32.8% | $167,536+47.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.03% | 148.42%-128.4pp | 122.10%-102.1pp | 478.82%-458.8pp |
| Employer contribution / active EE | $1,816 | $5,875-69.1% | $5,169-64.9% | $4,839-62.5% |
| Participant deferral / active EE | $15,167 | $6,357+138.6% | $5,569+172.4% | $6,342+139.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |