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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,729 | $125,193+14.0% | $105,591+35.2% | $145,978-2.2% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.0pp |
| Annual return | 12.92% | 225.53%-212.6pp | 116.43%-103.5pp | 550.52%-537.6pp |
| Employer contribution / active EE | $14,060 | $3,718+278.1% | $3,166+344.1% | $4,662+201.6% |
| Participant deferral / active EE | $10,387 | $5,708+82.0% | $5,008+107.4% | $6,690+55.3% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |