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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,172 | $96,678+123.6% | $86,640+149.5% | $139,466+55.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.01% | 106.69%-87.7pp | 592.52%-573.5pp | 373.66%-354.6pp |
| Employer contribution / active EE | $7,694 | $3,265+135.6% | $3,024+154.4% | $4,754+61.8% |
| Participant deferral / active EE | $18,500 | $4,837+282.5% | $4,438+316.8% | $6,712+175.6% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |