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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,808 | $183,988-41.4% | $162,177-33.5% | $152,897-29.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 23.05% | 150.79%-127.7pp | 115.60%-92.6pp | 345.43%-322.4pp |
| Employer contribution / active EE | $9,902 | $6,370+55.5% | $5,613+76.4% | $4,764+107.9% |
| Participant deferral / active EE | $13,345 | $8,032+66.1% | $7,297+82.9% | $5,851+128.1% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |