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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,135 | $102,422+45.6% | $147,117+1.4% | $80,959+84.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 15.00% | 135.16%-120.2pp | 420.54%-405.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $5,076 | $3,717+36.5% | $4,932+2.9% | $2,757+84.1% |
| Participant deferral / active EE | $4,843 | $6,652-27.2% | $8,065-39.9% | $4,300+12.6% |
| Admin fee / account holder | $127 | $7,953-98.4% | $12,993-99.0% | $6,925-98.2% |