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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,848 | $108,882+120.3% | $96,754+147.9% | $154,746+55.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.33% | 98.39%-84.1pp | 82.04%-67.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $6,457 | $3,018+113.9% | $2,679+141.0% | $4,379+47.4% |
| Participant deferral / active EE | $14,789 | $5,323+177.8% | $4,758+210.8% | $6,730+119.7% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |