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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,701 | $85,766+36.1% | $136,295-14.4% | $70,131+66.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.86% | 31.45%-16.6pp | 5155.97%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $9,081 | $2,966+206.2% | $4,695+93.4% | $2,342+287.7% |
| Participant deferral / active EE | $7,576 | $5,051+50.0% | $6,247+21.3% | $3,332+127.4% |
| Admin fee / account holder | $159 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |