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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,935 | $212,386+12.0% | $199,883+19.0% | $138,895+71.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.54% | 47.75%-31.2pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $7,121 | $6,625+7.5% | $6,261+13.7% | $4,194+69.8% |
| Participant deferral / active EE | $5,698 | $9,617-40.8% | $9,138-37.6% | $6,396-10.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |