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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,888 | $166,131+30.0% | $164,975+30.9% | $145,877+48.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.84% | 100.37%-83.5pp | 70.12%-53.3pp | 551.28%-534.4pp |
| Employer contribution / active EE | $8,589 | $5,276+62.8% | $4,343+97.8% | $4,663+84.2% |
| Participant deferral / active EE | $14,507 | $6,962+108.4% | $6,033+140.4% | $6,691+116.8% |
| Admin fee / account holder | $50 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |