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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,327 | $106,003+46.5% | $92,236+68.4% | $147,585+5.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.13% | 50.05%-36.9pp | 176.29%-163.2pp | 578.57%-565.4pp |
| Employer contribution / active EE | $3,333 | $4,333-23.1% | $3,679-9.4% | $4,876-31.6% |
| Participant deferral / active EE | $6,680 | $4,478+49.2% | $3,897+71.4% | $5,439+22.8% |
| Admin fee / account holder | $227 | $6,333-96.4% | $5,194-95.6% | $10,885-97.9% |