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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,568 | $144,130+60.0% | $117,860+95.6% | $147,585+56.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.55% | 531.20%-511.6pp | 335.10%-315.5pp | 578.58%-559.0pp |
| Employer contribution / active EE | $5,383 | $4,897+9.9% | $3,786+42.2% | $4,876+10.4% |
| Participant deferral / active EE | $13,334 | $5,316+150.8% | $4,482+197.5% | $5,439+145.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |