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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,139 | $156,398+31.2% | $147,318+39.2% | $138,895+47.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 75.02% | 78.75%-3.7pp | 70.43%+4.6pp | 145.39%-70.4pp |
| Employer contribution / active EE | $1,781 | $4,853-63.3% | $4,593-61.2% | $4,194-57.5% |
| Participant deferral / active EE | $21,688 | $8,237+163.3% | $7,906+174.3% | $6,396+239.1% |
| Admin fee / account holder | $218 | $14,976-98.5% | $13,708-98.4% | $12,562-98.3% |