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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,285 | $185,312+30.2% | $161,489+49.4% | $154,746+55.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.71% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $9,114 | $4,769+91.1% | $4,268+113.5% | $4,379+108.1% |
| Participant deferral / active EE | $5,873 | $6,350-7.5% | $5,630+4.3% | $6,730-12.7% |
| Admin fee / account holder | $253 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |