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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,390 | $211,224+7.7% | $178,505+27.4% | $145,897+55.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 30.28%-19.6pp | 27.16%-16.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $5,882 | $4,577+28.5% | $3,955+48.7% | $4,663+26.1% |
| Participant deferral / active EE | $20,717 | $6,966+197.4% | $6,280+229.9% | $6,689+209.7% |
| Admin fee / account holder | $56 | $12,109-99.5% | $10,428-99.5% | $13,390-99.6% |