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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,268 | $165,381+42.9% | $149,730+57.8% | $158,966+48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.45% | 348.29%-324.8pp | 276.70%-253.2pp | 302.95%-279.5pp |
| Employer contribution / active EE | $3,526 | $5,104-30.9% | $4,645-24.1% | $4,762-26.0% |
| Participant deferral / active EE | $10,304 | $7,182+43.5% | $6,843+50.6% | $5,983+72.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |