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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,051 | $169,161+32.4% | $129,295+73.3% | $145,959+53.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.38% | 14348.07%-14337.7pp | 9429.28%-9418.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |