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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,789 | $124,175+2.9% | $108,405+17.9% | $167,536-23.7% |
| Participation rate | 95.2% | 82.3%+12.9pp | 80.1%+15.1pp | 82.1%+13.1pp |
| Annual return | 10.41% | 1380.13%-1369.7pp | 905.55%-895.1pp | 478.82%-468.4pp |
| Employer contribution / active EE | $6,894 | $4,188+64.6% | $3,559+93.7% | $4,839+42.5% |
| Participant deferral / active EE | $3,324 | $6,908-51.9% | $6,563-49.3% | $6,342-47.6% |
| Admin fee / account holder | $16 | $9,457-99.8% | $7,297-99.8% | $12,315-99.9% |