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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,714 | $172,111+43.9% | $150,298+64.8% | $137,256+80.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.50% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $17,829 | $4,636+284.5% | $4,154+329.2% | $4,156+329.0% |
| Participant deferral / active EE | $8,018 | $6,166+30.0% | $5,453+47.1% | $6,407+25.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |