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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,740 | $112,933+59.2% | $90,970+97.6% | $158,982+13.1% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 8.92% | 215.82%-206.9pp | 134.60%-125.7pp | 302.99%-294.1pp |
| Employer contribution / active EE | $1,897 | $2,893-34.4% | $2,122-10.6% | $4,763-60.2% |
| Participant deferral / active EE | $5,053 | $4,128+22.4% | $3,373+49.8% | $5,983-15.5% |
| Admin fee / account holder | $19 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |