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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,558 | $176,105+32.1% | $159,474+45.8% | $167,536+38.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.04% | 331.91%-311.9pp | 263.68%-243.6pp | 478.82%-458.8pp |
| Employer contribution / active EE | $7,880 | $5,299+48.7% | $4,831+63.1% | $4,839+62.8% |
| Participant deferral / active EE | $7,912 | $7,751+2.1% | $7,353+7.6% | $6,342+24.7% |
| Admin fee / account holder | $268 | $12,559-97.9% | $10,802-97.5% | $12,315-97.8% |