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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,486 | $64,705+90.8% | $62,929+96.2% | $67,986+81.6% |
| Participation rate | 98.2% | 65.6%+32.6pp | 73.1%+25.1pp | 57.2%+41.0pp |
| Annual return | 16.19% | 20.31%-4.1pp | 1063.93%-1047.7pp | 31.67%-15.5pp |
| Employer contribution / active EE | $4,898 | $2,376+106.2% | $2,505+95.6% | $2,019+142.6% |
| Participant deferral / active EE | $6,281 | $3,198+96.4% | $3,888+61.5% | $3,358+87.0% |
| Admin fee / account holder | $139 | $1,428-90.3% | $5,065-97.3% | $3,203-95.7% |