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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,033 | $114,119+72.7% | $107,187+83.8% | $138,895+41.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 20.40% | 273.21%-252.8pp | 204.55%-184.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $6,096 | $4,059+50.2% | $3,782+61.2% | $4,194+45.3% |
| Participant deferral / active EE | $13,912 | $5,538+151.2% | $5,096+173.0% | $6,396+117.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |