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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,744 | $201,344+13.6% | $184,243+24.2% | $145,877+56.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.41% | 29.01%-4.6pp | 28.82%-4.4pp | 551.28%-526.9pp |
| Employer contribution / active EE | $20,076 | $7,022+185.9% | $6,427+212.4% | $4,663+330.5% |
| Participant deferral / active EE | $17,236 | $9,807+75.8% | $9,132+88.7% | $6,691+157.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |