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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,630 | $69,118+94.8% | $53,647+151.0% | $138,895-3.1% |
| Participation rate | 88.9% | 64.0%+24.9pp | 56.3%+32.6pp | 79.9%+9.0pp |
| Annual return | 15.74% | 248.26%-232.5pp | 358.33%-342.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,533 | $1,189+28.9% | $962+59.3% | $4,194-63.4% |
| Participant deferral / active EE | $4,029 | $2,274+77.2% | $1,813+122.2% | $6,396-37.0% |
| Admin fee / account holder | $135 | $2,724-95.0% | $2,460-94.5% | $12,562-98.9% |