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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,301 | $139,948+55.3% | $121,663+78.6% | $154,746+40.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.98% | 230.52%-211.5pp | 147.54%-128.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $11,690 | $3,521+232.0% | $3,020+287.1% | $4,379+166.9% |
| Participant deferral / active EE | $6,603 | $5,629+17.3% | $4,887+35.1% | $6,730-1.9% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |