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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,472 | $162,529+6.1% | $130,788+31.9% | $154,746+11.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 70.1%+24.3pp | 80.7%+13.7pp |
| Annual return | 17.11% | 510.48%-493.4pp | 386.44%-369.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $9,011 | $4,447+102.6% | $3,558+153.3% | $4,379+105.8% |
| Participant deferral / active EE | $11,047 | $4,808+129.8% | $4,137+167.0% | $6,730+64.1% |
| Admin fee / account holder | $2 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |