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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,989 | $101,672+16.0% | $147,117-19.8% | $74,478+58.4% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.2%+13.6pp | 67.2%+28.6pp |
| Annual return | 14.33% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $4,927 | $3,813+29.2% | $4,932-0.1% | $2,626+87.6% |
| Participant deferral / active EE | $5,683 | $7,305-22.2% | $8,065-29.5% | $4,350+30.6% |
| Admin fee / account holder | $35 | $1,753-98.0% | $12,993-99.7% | $1,946-98.2% |