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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,100 | $58,347+124.7% | $85,709+53.0% | $86,821+51.0% |
| Participation rate | 76.3% | 64.9%+11.4pp | 69.9%+6.4pp | 72.3%+4.0pp |
| Annual return | 141.48% | 18.43%+123.0pp | 21.49%+120.0pp | 97.94%+43.5pp |
| Employer contribution / active EE | $23,540 | $1,751+1244.6% | $2,619+799.0% | $2,406+878.4% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-99.9% | $6,876-100.0% | $170-99.9% |