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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,149 | $111,535+83.9% | $105,223+95.0% | $137,256+49.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.42% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $12,452 | $3,939+216.1% | $3,689+237.6% | $4,156+199.6% |
| Participant deferral / active EE | $8,693 | $5,500+58.1% | $5,072+71.4% | $6,407+35.7% |
| Admin fee / account holder | $190 | $9,721-98.0% | $8,859-97.9% | $12,270-98.5% |