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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,632 | $115,810+42.2% | $101,271+62.6% | $158,966+3.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.42% | 56.15%-40.7pp | 46.48%-31.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $4,409 | $4,175+5.6% | $3,660+20.5% | $4,762-7.4% |
| Participant deferral / active EE | $11,535 | $4,958+132.6% | $4,371+163.9% | $5,983+92.8% |
| Admin fee / account holder | $37 | $7,248-99.5% | $5,948-99.4% | $11,250-99.7% |