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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,138 | $169,361+34.7% | $129,397+76.3% | $145,877+56.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.88% | 14395.54%-14384.7pp | 9453.98%-9443.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,867 | $5,542-30.2% | $4,154-6.9% | $4,663-17.1% |
| Participant deferral / active EE | $6,945 | $4,987+39.3% | $4,167+66.7% | $6,691+3.8% |
| Admin fee / account holder | $28 | $9,903-99.7% | $7,679-99.6% | $13,402-99.8% |