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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,457 | $96,643+44.3% | $86,617+61.0% | $139,4560% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.88% | 106.57%-91.7pp | 591.91%-577.0pp | 373.45%-358.6pp |
| Employer contribution / active EE | $6,759 | $3,264+107.1% | $3,023+123.6% | $4,753+42.2% |
| Participant deferral / active EE | $8,069 | $4,835+66.9% | $4,437+81.9% | $6,711+20.2% |
| Admin fee / account holder | $98 | $6,406-98.5% | $5,613-98.3% | $11,407-99.1% |