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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,298 | $110,093+84.7% | $97,295+108.9% | $145,897+39.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 8.97% | 244.76%-235.8pp | 75.62%-66.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $12,349 | $3,077+301.3% | $2,723+353.5% | $4,663+164.9% |
| Participant deferral / active EE | $15,761 | $4,678+236.9% | $4,264+269.7% | $6,689+135.6% |
| Admin fee / account holder | $94 | $6,212-98.5% | $5,646-98.3% | $13,390-99.3% |