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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,796 | $201,259+17.7% | $184,200+28.6% | $145,959+62.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.39% | 28.98%-7.6pp | 28.80%-7.4pp | 561.95%-540.6pp |
| Employer contribution / active EE | $15,643 | $7,018+122.9% | $6,424+143.5% | $4,661+235.6% |
| Participant deferral / active EE | $12,119 | $9,806+23.6% | $9,132+32.7% | $6,689+81.2% |
| Admin fee / account holder | $235 | $16,372-98.6% | $13,907-98.3% | $13,398-98.2% |