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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,665 | $209,336+4.5% | $197,124+10.9% | $137,256+59.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 90.46% | 48.09%+42.4pp | 44.34%+46.1pp | 220.34%-129.9pp |
| Employer contribution / active EE | $15,295 | $6,591+132.1% | $6,227+145.6% | $4,156+268.0% |
| Participant deferral / active EE | $13,404 | $9,614+39.4% | $9,135+46.7% | $6,407+109.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |