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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,002 | $223,823+8.1% | $211,142+14.6% | $154,746+56.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.73% | 50.39%-31.7pp | 46.84%-28.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $19,361 | $6,787+185.3% | $6,442+200.5% | $4,379+342.1% |
| Participant deferral / active EE | $9,258 | $9,750-5.0% | $9,284-0.3% | $6,730+37.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |