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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,349 | $102,429+7.7% | $147,096-25.0% | $80,925+36.4% |
| Participation rate | 83.6% | 75.9%+7.7pp | 82.2%+1.4pp | 67.7%+15.9pp |
| Annual return | 16.06% | 135.02%-119.0pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $5,073 | $3,716+36.5% | $4,936+2.8% | $2,756+84.1% |
| Participant deferral / active EE | $11,589 | $6,649+74.3% | $8,071+43.6% | $4,299+169.6% |
| Admin fee / account holder | $215 | $7,957-97.3% | $13,005-98.3% | $6,940-96.9% |