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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,411 | $166,131+20.6% | $164,975+21.5% | $145,877+37.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 18.53% | 100.37%-81.8pp | 70.12%-51.6pp | 551.28%-532.7pp |
| Employer contribution / active EE | $3,629 | $5,276-31.2% | $4,343-16.4% | $4,663-22.2% |
| Participant deferral / active EE | $8,577 | $6,962+23.2% | $6,033+42.2% | $6,691+28.2% |
| Admin fee / account holder | $57 | $16,648-99.7% | $12,688-99.5% | $13,402-99.6% |