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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,064 | $72,071+102.7% | $68,368+113.6% | $137,256+6.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.87% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,869 | $2,788+182.3% | $2,649+197.1% | $4,156+89.3% |
| Participant deferral / active EE | $17,007 | $4,410+285.6% | $4,123+312.5% | $6,407+165.4% |
| Admin fee / account holder | $238 | $5,336-95.5% | $5,150-95.4% | $12,270-98.1% |