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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,761 | $118,695+16.9% | $98,916+40.3% | $158,950-12.7% |
| Participation rate | 88.2% | 77.8%+10.4pp | 76.0%+12.2pp | 82.0%+6.3pp |
| Annual return | 17.54% | 372.39%-354.9pp | 196.45%-178.9pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,170 | $3,333-34.9% | $2,689-19.3% | $4,762-54.4% |
| Participant deferral / active EE | $5,348 | $5,088+5.1% | $4,245+26.0% | $5,983-10.6% |
| Admin fee / account holder | $7 | $10,132-99.9% | $6,642-99.9% | $11,248-99.9% |