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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,210 | $185,883+20.1% | $170,043+31.3% | $139,466+60.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.56% | 60.54%-38.0pp | 53.40%-30.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $3,369 | $7,596-55.7% | $6,790-50.4% | $4,754-29.1% |
| Participant deferral / active EE | $7,500 | $11,626-35.5% | $10,410-28.0% | $6,712+11.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |