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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,957 | $129,737+27.1% | $119,126+38.5% | $154,746+6.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.32% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,469 | $4,375-20.7% | $4,034-14.0% | $4,379-20.8% |
| Participant deferral / active EE | $32,875 | $5,842+462.7% | $5,318+518.2% | $6,730+388.5% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |