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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,289 | $118,708+4.7% | $98,920+25.6% | $158,966-21.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.57% | 372.49%-348.9pp | 196.47%-172.9pp | 302.95%-279.4pp |
| Employer contribution / active EE | $7,307 | $3,334+119.2% | $2,689+171.7% | $4,762+53.4% |
| Participant deferral / active EE | $13,000 | $5,089+155.4% | $4,245+206.2% | $5,983+117.3% |
| Admin fee / account holder | $49 | $10,134-99.5% | $6,643-99.3% | $11,250-99.6% |