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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,659 | $157,296+16.8% | $141,191+30.1% | $152,897+20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.10% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $10,860 | $5,262+106.4% | $4,736+129.3% | $4,764+128.0% |
| Participant deferral / active EE | $12,186 | $7,111+71.4% | $6,710+81.6% | $5,851+108.3% |
| Admin fee / account holder | $84 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |