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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,111 | $198,457+1.3% | $170,435+18.0% | $147,586+36.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.99% | 257.30%-239.3pp | 205.94%-188.0pp | 578.59%-560.6pp |
| Employer contribution / active EE | $8,894 | $6,183+43.8% | $5,432+63.7% | $4,876+82.4% |
| Participant deferral / active EE | $5,569 | $5,629-1.1% | $4,939+12.8% | $5,439+2.4% |
| Admin fee / account holder | $76 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |