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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,104 | $100,203+9.9% | $85,240+29.2% | $145,897-24.5% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 107.34% | 84.28%+23.1pp | 66.75%+40.6pp | 552.29%-445.0pp |
| Employer contribution / active EE | $3,021 | $3,242-6.8% | $2,735+10.5% | $4,663-35.2% |
| Participant deferral / active EE | $10,484 | $5,299+97.9% | $4,527+131.6% | $6,689+56.7% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |