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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,763 | $111,535+55.8% | $105,223+65.1% | $137,256+26.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 17.21% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,345 | $3,939+61.1% | $3,689+72.0% | $4,156+52.7% |
| Participant deferral / active EE | $9,922 | $5,500+80.4% | $5,072+95.6% | $6,407+54.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |