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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,262 | $185,856+19.6% | $170,028+30.7% | $139,456+59.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.68% | 60.52%-24.8pp | 53.39%-17.7pp | 373.45%-337.8pp |
| Employer contribution / active EE | $23,368 | $7,593+207.8% | $6,788+244.3% | $4,753+391.7% |
| Participant deferral / active EE | $18,616 | $11,623+60.2% | $10,409+78.8% | $6,711+177.4% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |