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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,078 | $100,895+23.0% | $90,430+37.2% | $158,950-21.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 13.02% | 1725.54%-1712.5pp | 1293.73%-1280.7pp | 302.91%-289.9pp |
| Employer contribution / active EE | $8,574 | $3,689+132.4% | $3,262+162.9% | $4,762+80.1% |
| Participant deferral / active EE | $4,313 | $4,347-0.8% | $3,963+8.8% | $5,983-27.9% |
| Admin fee / account holder | $109 | $6,505-98.3% | $5,613-98.1% | $11,248-99.0% |