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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,245 | $105,200+79.9% | $159,474+18.7% | $85,847+120.4% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 13.20% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $3,084 | $3,319-7.1% | $4,831-36.2% | $2,565+20.2% |
| Participant deferral / active EE | $9,247 | $5,946+55.5% | $7,353+25.8% | $3,952+134.0% |
| Admin fee / account holder | $127 | $6,934-98.2% | $10,802-98.8% | $6,261-98.0% |