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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,158 | $201,344+10.8% | $184,243+21.1% | $145,877+53.0% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 11.63% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $11,342 | $7,022+61.5% | $6,427+76.5% | $4,663+143.2% |
| Participant deferral / active EE | $14,889 | $9,807+51.8% | $9,132+63.0% | $6,691+122.5% |
| Admin fee / account holder | $1 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |