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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,213 | $171,272+25.1% | $127,803+67.6% | $152,897+40.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 19.95% | 23.54%-3.6pp | 26.14%-6.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $12,531 | $5,451+129.9% | $4,576+173.9% | $4,764+163.1% |
| Participant deferral / active EE | $14,445 | $7,043+105.1% | $6,023+139.8% | $5,851+146.9% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |