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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,624 | $106,923+47.4% | $84,023+87.6% | $152,909+3.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.17% | 105.02%-83.8pp | 71.32%-50.1pp | 345.46%-324.3pp |
| Employer contribution / active EE | $3,464 | $2,735+26.6% | $1,984+74.6% | $4,764-27.3% |
| Participant deferral / active EE | $8,036 | $4,013+100.2% | $3,239+148.1% | $5,851+37.3% |
| Admin fee / account holder | $165 | $8,289-98.0% | $6,102-97.3% | $11,601-98.6% |