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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,857 | $183,968+30.9% | $162,166+48.5% | $152,870+57.6% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.6%+8.3pp | 82.4%+13.4pp |
| Annual return | 21.78% | 150.77%-129.0pp | 115.59%-93.8pp | 345.34%-323.6pp |
| Employer contribution / active EE | $4,576 | $6,371-28.2% | $5,614-18.5% | $4,763-3.9% |
| Participant deferral / active EE | $12,385 | $8,034+54.2% | $7,298+69.7% | $5,850+111.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |