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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,542 | $109,411+19.3% | $89,435+46.0% | $158,982-17.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.37% | 345.68%-330.3pp | 245.55%-230.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $4,908 | $3,173+54.7% | $2,587+89.7% | $4,763+3.0% |
| Participant deferral / active EE | $2,172 | $4,600-52.8% | $3,890-44.2% | $5,983-63.7% |
| Admin fee / account holder | $295 | $6,159-95.2% | $4,884-94.0% | $11,252-97.4% |