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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,290 | $185,830+2.4% | $170,004+11.9% | $139,427+36.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 57.00% | 60.52%-3.5pp | 53.39%+3.6pp | 373.27%-316.3pp |
| Employer contribution / active EE | $16,373 | $7,591+115.7% | $6,786+141.3% | $4,752+244.6% |
| Participant deferral / active EE | $15,143 | $11,622+30.3% | $10,408+45.5% | $6,711+125.6% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,816-99.9% | $11,404-99.9% |