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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,627 | $160,040+34.7% | $147,096+46.6% | $145,877+47.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 16.26% | 98.49%-82.2pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $8,184 | $5,289+54.7% | $4,936+65.8% | $4,663+75.5% |
| Participant deferral / active EE | $8,197 | $8,429-2.8% | $8,071+1.6% | $6,691+22.5% |
| Admin fee / account holder | $125 | $15,050-99.2% | $13,005-99.0% | $13,402-99.1% |