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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,530 | $168,635+17.1% | $147,617+33.8% | $125,389+57.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.05% | 77.65%-76.6pp | 61.98%-60.9pp | 282.24%-281.2pp |
| Employer contribution / active EE | $13,827 | $6,252+121.2% | $5,564+148.5% | $4,866+184.2% |
| Participant deferral / active EE | $11,250 | $5,507+104.3% | $4,895+129.8% | $5,352+110.2% |
| Admin fee / account holder | $156 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |