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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,181 | $105,200+19.0% | $159,474-21.5% | $85,847+45.8% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.5pp |
| Annual return | 30.67% | 45.08%-14.4pp | 263.68%-233.0pp | 318.61%-287.9pp |
| Employer contribution / active EE | $9,094 | $3,319+174.0% | $4,831+88.3% | $2,565+254.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |