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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,908 | $209,336+19.4% | $197,124+26.8% | $137,256+82.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.32% | 48.09%-28.8pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $18,710 | $6,591+183.9% | $6,227+200.4% | $4,156+350.2% |
| Participant deferral / active EE | $25,399 | $9,614+164.2% | $9,135+178.0% | $6,407+296.4% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |