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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,790 | $126,519+69.8% | $106,201+102.2% | $145,959+47.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.95% | 225.10%-212.2pp | 116.26%-103.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $9,268 | $3,726+148.8% | $3,170+192.4% | $4,661+98.9% |
| Participant deferral / active EE | $7,335 | $5,716+28.3% | $5,012+46.3% | $6,689+9.7% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |