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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,946 | $93,617+62.3% | $135,982+11.7% | $75,177+102.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 64.14% | 30.89%+33.3pp | 68.32%-4.2pp | 160.75%-96.6pp |
| Employer contribution / active EE | $4,058 | $3,538+14.7% | $4,859-16.5% | $2,671+51.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $207 | $6,980-97.0% | $10,767-98.1% | $5,651-96.3% |