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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,441 | $166,131+42.9% | $164,975+43.9% | $145,877+62.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.43% | 100.37%-88.9pp | 70.12%-58.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $17,957 | $5,276+240.4% | $4,343+313.5% | $4,663+285.1% |
| Participant deferral / active EE | $9,069 | $6,962+30.3% | $6,033+50.3% | $6,691+35.6% |
| Admin fee / account holder | $7 | $16,648-100.0% | $12,688-99.9% | $13,402-99.9% |