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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,563 | $107,368+132.4% | $92,915+168.6% | $152,909+63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.71% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $9,650 | $4,222+128.6% | $3,653+164.1% | $4,764+102.6% |
| Participant deferral / active EE | $11,930 | $4,848+146.1% | $4,238+181.5% | $5,851+103.9% |
| Admin fee / account holder | $63 | $7,082-99.1% | $5,796-98.9% | $11,601-99.5% |