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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,138 | $169,161+34.9% | $129,295+76.4% | $145,959+56.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.88% | 14348.07%-14337.2pp | 9429.28%-9418.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $3,867 | $5,543-30.2% | $4,157-7.0% | $4,661-17.0% |
| Participant deferral / active EE | $6,945 | $4,989+39.2% | $4,169+66.6% | $6,689+3.8% |
| Admin fee / account holder | $28 | $9,878-99.7% | $7,665-99.6% | $13,398-99.8% |