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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,957 | $111,535+47.9% | $105,223+56.8% | $137,256+20.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.32% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,469 | $3,939-12.0% | $3,689-6.0% | $4,156-16.5% |
| Participant deferral / active EE | $32,875 | $5,500+497.7% | $5,072+548.2% | $6,407+413.1% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |