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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,705 | $166,089+35.3% | $164,928+36.2% | $145,978+53.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 32.28% | 100.26%-68.0pp | 70.08%-37.8pp | 550.52%-518.2pp |
| Employer contribution / active EE | $5,818 | $5,276+10.3% | $4,343+34.0% | $4,662+24.8% |
| Participant deferral / active EE | $10,167 | $6,961+46.0% | $6,034+68.5% | $6,690+52.0% |
| Admin fee / account holder | $52 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |