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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,025 | $112,933+117.0% | $90,970+169.3% | $158,982+54.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.59% | 215.82%-210.2pp | 134.60%-129.0pp | 302.99%-297.4pp |
| Employer contribution / active EE | $2,451 | $2,893-15.3% | $2,122+15.5% | $4,763-48.5% |
| Participant deferral / active EE | $7,732 | $4,128+87.3% | $3,373+129.2% | $5,983+29.2% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |