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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,078 | $154,228+41.4% | $145,433+50.0% | $137,256+58.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.79% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $13,730 | $4,804+185.8% | $4,554+201.5% | $4,156+230.4% |
| Participant deferral / active EE | $10,900 | $8,216+32.7% | $7,897+38.0% | $6,407+70.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |