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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,253 | $217,392+13.3% | $185,818+32.5% | $167,497+47.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.32% | 148.37%-129.1pp | 122.06%-102.7pp | 478.62%-459.3pp |
| Employer contribution / active EE | $21,330 | $5,873+263.2% | $5,168+312.8% | $4,838+340.9% |
| Participant deferral / active EE | $7,505 | $6,357+18.1% | $5,568+34.8% | $6,341+18.3% |
| Admin fee / account holder | $5 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |