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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,853 | $100,911+82.2% | $90,440+103.3% | $158,966+15.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 17.18% | 1726.62%-1709.4pp | 1294.38%-1277.2pp | 302.95%-285.8pp |
| Employer contribution / active EE | $9,603 | $3,690+160.2% | $3,263+194.3% | $4,762+101.6% |
| Participant deferral / active EE | $6,019 | $4,348+38.4% | $3,964+51.9% | $5,983+0.6% |
| Admin fee / account holder | -$177 | $6,507-102.7% | $5,615-103.1% | $11,250-101.6% |