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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,252 | $144,130+28.5% | $117,861+57.2% | $147,586+25.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 17.50% | 531.20%-513.7pp | 335.11%-317.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $4,751 | $4,897-3.0% | $3,786+25.5% | $4,876-2.6% |
| Participant deferral / active EE | $8,175 | $5,316+53.8% | $4,482+82.4% | $5,439+50.3% |
| Admin fee / account holder | $109 | $10,887-99.0% | $8,021-98.6% | $10,886-99.0% |