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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,079 | $157,276+45.0% | $141,177+61.6% | $152,885+49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.41% | 64.33%-36.9pp | 71.40%-44.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $3,380 | $5,262-35.8% | $4,736-28.6% | $4,763-29.0% |
| Participant deferral / active EE | $3,591 | $7,110-49.5% | $6,710-46.5% | $5,851-38.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |