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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,638 | $183,539+22.4% | $155,556+44.4% | $145,897+54.0% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.65% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,988 | $5,315+50.3% | $4,675+70.9% | $4,663+71.3% |
| Participant deferral / active EE | $4,340 | $6,467-32.9% | $5,631-22.9% | $6,689-35.1% |
| Admin fee / account holder | $5 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |