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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,564 | $111,535+58.3% | $105,223+67.8% | $137,256+28.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.76% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,872 | $3,939-1.7% | $3,689+5.0% | $4,156-6.8% |
| Participant deferral / active EE | $4,918 | $5,500-10.6% | $5,072-3.0% | $6,407-23.2% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |