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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,456 | $160,028+42.1% | $147,080+54.6% | $145,884+55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.05% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,266 | $5,286-38.2% | $4,933-33.8% | $4,662-30.0% |
| Participant deferral / active EE | $17,396 | $8,422+106.6% | $8,066+115.7% | $6,690+160.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |