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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,452 | $175,257+17.2% | $149,717+37.2% | $139,456+47.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.28% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $17,222 | $5,477+214.5% | $4,820+257.3% | $4,753+262.4% |
| Participant deferral / active EE | $9,942 | $6,521+52.5% | $5,682+75.0% | $6,711+48.1% |
| Admin fee / account holder | $161 | $16,156-99.0% | $13,213-98.8% | $11,407-98.6% |