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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,935 | $209,336+13.7% | $197,124+20.7% | $137,256+73.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.54% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $7,121 | $6,591+8.0% | $6,227+14.3% | $4,156+71.3% |
| Participant deferral / active EE | $5,698 | $9,614-40.7% | $9,135-37.6% | $6,407-11.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |