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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,302 | $185,312+2.2% | $161,489+17.2% | $154,746+22.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.96% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $10,765 | $4,769+125.7% | $4,268+152.2% | $4,379+145.8% |
| Participant deferral / active EE | $8,291 | $6,350+30.6% | $5,630+47.3% | $6,730+23.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |