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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,482 | $112,935+17.3% | $90,970+45.6% | $158,966-16.7% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 14.88% | 215.79%-200.9pp | 134.58%-119.7pp | 302.95%-288.1pp |
| Employer contribution / active EE | $2,031 | $2,895-29.8% | $2,122-4.3% | $4,762-57.3% |
| Participant deferral / active EE | $3,846 | $4,129-6.8% | $3,373+14.0% | $5,983-35.7% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |