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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,236 | $106,264+61.1% | $147,117+16.4% | $77,762+120.2% |
| Participation rate | 93.7% | 78.4%+15.2pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 16.14% | 56.94%-40.8pp | 420.54%-404.4pp | 31.27%-15.1pp |
| Employer contribution / active EE | $8,455 | $4,074+107.5% | $4,932+71.4% | $2,728+209.9% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |