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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,586 | $88,754+176.7% | $81,820+200.2% | $145,877+68.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.38% | 1031.77%-1011.4pp | 777.93%-757.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $3,302 | $3,085+7.0% | $2,915+13.3% | $4,663-29.2% |
| Participant deferral / active EE | $7,965 | $4,648+71.4% | $4,323+84.3% | $6,691+19.0% |
| Admin fee / account holder | $60 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |