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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,830 | $196,972+18.7% | $182,262+28.3% | $198,609+17.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.41% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $4,054 | $5,364-24.4% | $5,046-19.7% | $5,055-19.8% |
| Participant deferral / active EE | $24,906 | $8,643+188.2% | $8,276+200.9% | $6,977+257.0% |
| Admin fee / account holder | $249 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |