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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,883 | $176,105+22.0% | $159,474+34.7% | $167,536+28.3% |
| Participation rate | 95.2% | 85.0%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 15.84% | 331.91%-316.1pp | 263.68%-247.8pp | 478.82%-463.0pp |
| Employer contribution / active EE | $9,333 | $5,299+76.1% | $4,831+93.2% | $4,839+92.9% |
| Participant deferral / active EE | $14,198 | $7,751+83.2% | $7,353+93.1% | $6,342+123.9% |
| Admin fee / account holder | $254 | $12,559-98.0% | $10,802-97.6% | $12,315-97.9% |