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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,140 | $72,426+228.8% | $67,560+252.5% | $145,897+63.2% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 15.52% | 7226.78%-7211.3pp | 3533.50%-3518.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,725 | $3,074-11.4% | $2,737-0.4% | $4,663-41.6% |
| Participant deferral / active EE | $6,176 | $4,785+29.1% | $4,004+54.3% | $6,689-7.7% |
| Admin fee / account holder | $233 | $5,514-95.8% | $3,994-94.2% | $13,390-98.3% |