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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,510 | $150,445+5.4% | $136,297+16.3% | $147,585+7.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.30% | 1049.14%-1029.8pp | 5156.16%-5136.9pp | 578.57%-559.3pp |
| Employer contribution / active EE | $3,475 | $5,256-33.9% | $4,696-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $9,704 | $6,631+46.4% | $6,247+55.3% | $5,439+78.4% |
| Admin fee / account holder | $123 | $10,906-98.9% | $9,244-98.7% | $10,885-98.9% |