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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,566 | $69,745+199.0% | $67,511+208.9% | $74,546+179.8% |
| Participation rate | 90.6% | 71.3%+19.3pp | 72.9%+17.8pp | 67.2%+23.4pp |
| Annual return | 14.57% | -40.37%+54.9pp | 3517.41%-3502.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $8,381 | $2,705+209.8% | $2,733+206.7% | $2,624+219.4% |
| Participant deferral / active EE | $10,191 | $3,636+180.3% | $4,000+154.8% | $4,347+134.4% |
| Admin fee / account holder | $105 | $894-88.2% | $3,999-97.4% | $1,944-94.6% |