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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,016 | $111,785+16.3% | $93,669+38.8% | $145,877-10.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 11.72% | 203.79%-192.1pp | 133.59%-121.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,698 | $3,096+19.5% | $2,424+52.6% | $4,663-20.7% |
| Participant deferral / active EE | $7,066 | $4,919+43.7% | $4,416+60.0% | $6,691+5.6% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |