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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,883 | $72,071+40.0% | $68,368+47.6% | $137,256-26.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.85% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,193 | $2,788+86.3% | $2,649+96.0% | $4,156+25.0% |
| Participant deferral / active EE | $4,242 | $4,410-3.8% | $4,123+2.9% | $6,407-33.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |