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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,936 | $185,225-32.5% | $142,898-12.6% | $167,553-25.4% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 16.80% | 8558.12%-8541.3pp | 5639.64%-5622.8pp | 478.89%-462.1pp |
| Employer contribution / active EE | $12,422 | $5,607+121.5% | $4,146+199.6% | $4,840+156.7% |
| Participant deferral / active EE | $10,913 | $4,496+142.7% | $3,838+184.3% | $6,343+72.1% |
| Admin fee / account holder | $3 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |