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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,008 | $98,776+89.3% | $149,745+24.9% | $79,856+134.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 77.49% | 27.38%+50.1pp | 276.72%-199.2pp | 31.71%+45.8pp |
| Employer contribution / active EE | $6,173 | $3,217+91.9% | $4,646+32.9% | $2,471+149.8% |
| Participant deferral / active EE | $8,358 | $5,681+47.1% | $6,843+22.1% | $3,741+123.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |