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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,053 | $115,814+66.7% | $101,275+90.6% | $158,982+21.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 14.20% | 56.16%-42.0pp | 46.48%-32.3pp | 302.99%-288.8pp |
| Employer contribution / active EE | $11,523 | $4,176+175.9% | $3,660+214.8% | $4,763+141.9% |
| Participant deferral / active EE | $4,862 | $4,958-1.9% | $4,371+11.2% | $5,983-18.7% |
| Admin fee / account holder | $19 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |