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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,374 | $209,847+0.7% | $189,520+11.5% | $167,518+26.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.23% | 748.45%-732.2pp | 555.25%-539.0pp | 478.71%-462.5pp |
| Employer contribution / active EE | $1,741 | $6,913-74.8% | $6,161-71.7% | $4,838-64.0% |
| Participant deferral / active EE | $17,758 | $8,934+98.8% | $8,220+116.0% | $6,342+180.0% |
| Admin fee / account holder | $50 | $14,295-99.7% | $12,046-99.6% | $12,312-99.6% |