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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,004 | $98,776+14.4% | $149,745-24.5% | $79,856+41.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 20.09% | 27.38%-7.3pp | 276.72%-256.6pp | 31.71%-11.6pp |
| Employer contribution / active EE | $6,033 | $3,217+87.5% | $4,646+29.9% | $2,471+144.1% |
| Participant deferral / active EE | $14,566 | $5,681+156.4% | $6,843+112.9% | $3,741+289.4% |
| Admin fee / account holder | $84 | $6,053-98.6% | $9,312-99.1% | $5,306-98.4% |