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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,318 | $185,830+4.6% | $170,004+14.3% | $139,427+39.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.26% | 60.52%-39.3pp | 53.39%-32.1pp | 373.27%-352.0pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $14,317 | $11,622+23.2% | $10,408+37.6% | $6,711+113.3% |
| Admin fee / account holder | $248 | $15,381-98.4% | $12,816-98.1% | $11,404-97.8% |