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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,933 | $88,710+56.6% | $81,783+69.9% | $145,959-4.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.11% | 1027.26%-1015.2pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,983 | $3,083+29.2% | $2,913+36.7% | $4,661-14.6% |
| Participant deferral / active EE | $5,083 | $4,645+9.4% | $4,320+17.7% | $6,689-24.0% |
| Admin fee / account holder | $280 | $8,407-96.7% | $7,380-96.2% | $13,398-97.9% |