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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,678 | $197,594+19.8% | $177,822+33.1% | $158,931+48.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.06% | 58.76%-48.7pp | 48.32%-38.3pp | 302.86%-292.8pp |
| Employer contribution / active EE | $13,763 | $6,697+105.5% | $5,918+132.5% | $4,761+189.0% |
| Participant deferral / active EE | $13,475 | $8,405+60.3% | $7,714+74.7% | $5,982+125.2% |
| Admin fee / account holder | $1 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |