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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,389 | $198,461+13.6% | $170,436+32.2% | $147,585+52.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.86% | 257.30%-244.4pp | 205.94%-193.1pp | 578.57%-565.7pp |
| Employer contribution / active EE | $6,952 | $6,184+12.4% | $5,433+28.0% | $4,876+42.6% |
| Participant deferral / active EE | $5,142 | $5,629-8.7% | $4,939+4.1% | $5,439-5.4% |
| Admin fee / account holder | $270 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |