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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,761 | $111,7850% | $93,669+19.3% | $145,877-23.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.64% | 203.79%-190.1pp | 133.59%-120.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,088 | $3,096+32.1% | $2,424+68.7% | $4,663-12.3% |
| Participant deferral / active EE | $13,347 | $4,919+171.4% | $4,416+202.3% | $6,691+99.5% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |