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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,975 | $165,381+14.3% | $149,730+26.2% | $158,966+18.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.75% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $3,199 | $5,104-37.3% | $4,645-31.1% | $4,762-32.8% |
| Participant deferral / active EE | $11,973 | $7,182+66.7% | $6,843+75.0% | $5,983+100.1% |
| Admin fee / account holder | $120 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |