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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,269 | $201,344+8.4% | $184,243+18.5% | $145,877+49.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $5,717 | $7,022-18.6% | $6,427-11.0% | $4,663+22.6% |
| Participant deferral / active EE | $10,632 | $9,807+8.4% | $9,132+16.4% | $6,691+58.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |