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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,133 | $99,995+24.1% | $85,063+45.9% | $145,978-15.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 83.99%-70.2pp | 66.54%-52.8pp | 550.52%-536.8pp |
| Employer contribution / active EE | $9,680 | $3,231+199.6% | $2,727+254.9% | $4,662+107.6% |
| Participant deferral / active EE | $6,183 | $5,295+16.8% | $4,523+36.7% | $6,690-7.6% |
| Admin fee / account holder | $118 | $7,255-98.4% | $6,155-98.1% | $13,400-99.1% |