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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,127 | $76,696+27.9% | $96,515+1.7% | $71,511+37.2% |
| Participation rate | 81.5% | 66.6%+15.0pp | 74.3%+7.2pp | 67.9%+13.6pp |
| Annual return | 113.67% | 48.32%+65.4pp | 35.73%+77.9pp | 28.86%+84.8pp |
| Employer contribution / active EE | $8,397 | $3,032+177.0% | $3,740+124.5% | $2,589+224.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |