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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,825 | $103,008+110.5% | $90,304+140.1% | $152,897+41.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 32.97% | 95.22%-62.3pp | 78.13%-45.2pp | 345.43%-312.5pp |
| Employer contribution / active EE | $6,833 | $3,139+117.6% | $2,855+139.3% | $4,764+43.4% |
| Participant deferral / active EE | $21,761 | $4,281+408.3% | $3,885+460.1% | $5,851+271.9% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |