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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,593 | $154,228+37.2% | $145,433+45.5% | $137,256+54.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.86% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,697 | $4,804+18.6% | $4,554+25.1% | $4,156+37.1% |
| Participant deferral / active EE | $16,874 | $8,216+105.4% | $7,897+113.7% | $6,407+163.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |