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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,367 | $148,970+18.4% | $133,698+31.9% | $200,096-11.9% |
| Participation rate | 98.5% | 79.4%+19.1pp | 76.4%+22.1pp | 72.0%+26.4pp |
| Annual return | 12.95% | 27.07%-14.1pp | 580.90%-567.9pp | 34.26%-21.3pp |
| Employer contribution / active EE | $4,802 | $3,561+34.8% | $4,218+13.8% | $3,038+58.1% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,016-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,703-100.0% | $269-100.0% |