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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,720 | $118,708+19.4% | $98,920+43.3% | $158,966-10.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.57% | 372.49%-356.9pp | 196.47%-180.9pp | 302.95%-287.4pp |
| Employer contribution / active EE | $11,080 | $3,334+232.3% | $2,689+312.0% | $4,762+132.6% |
| Participant deferral / active EE | $10,421 | $5,089+104.8% | $4,245+145.5% | $5,983+74.2% |
| Admin fee / account holder | $30 | $10,134-99.7% | $6,643-99.5% | $11,250-99.7% |