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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,028 | $185,312+17.7% | $161,489+35.0% | $154,746+40.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.84% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,690 | $4,769-43.6% | $4,268-37.0% | $4,379-38.6% |
| Participant deferral / active EE | $10,720 | $6,350+68.8% | $5,630+90.4% | $6,730+59.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |