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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,623 | $150,346+46.1% | $120,524+82.2% | $145,877+50.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.94% | 154.40%-138.5pp | 107.36%-91.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,500 | $4,353-19.6% | $3,469+0.9% | $4,663-24.9% |
| Participant deferral / active EE | $2,600 | $6,172-57.9% | $4,994-47.9% | $6,691-61.1% |
| Admin fee / account holder | $84 | $12,215-99.3% | $9,440-99.1% | $13,402-99.4% |