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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,811 | $67,823+59.0% | $52,425+105.6% | $137,256-21.5% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 13.55% | 219.11%-205.6pp | 302.12%-288.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,414 | $1,163+107.6% | $914+164.1% | $4,156-41.9% |
| Participant deferral / active EE | $6,298 | $2,288+175.2% | $1,790+251.7% | $6,407-1.7% |
| Admin fee / account holder | $63 | $2,844-97.8% | $2,495-97.5% | $12,270-99.5% |