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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,028 | $106,918+100.2% | $84,021+154.7% | $152,897+40.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.58% | 105.01%-83.4pp | 71.32%-49.7pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,270 | $2,735-17.0% | $1,984+14.4% | $4,764-52.4% |
| Participant deferral / active EE | $11,899 | $4,012+196.6% | $3,239+267.4% | $5,851+103.4% |
| Admin fee / account holder | $27 | $8,288-99.7% | $6,102-99.6% | $11,599-99.8% |