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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,068 | $176,120+13.0% | $159,487+24.8% | $167,553+18.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.52% | 331.95%-304.4pp | 263.71%-236.2pp | 478.89%-451.4pp |
| Employer contribution / active EE | $15,481 | $5,299+192.1% | $4,831+220.4% | $4,840+219.9% |
| Participant deferral / active EE | $12,132 | $7,752+56.5% | $7,354+65.0% | $6,343+91.3% |
| Admin fee / account holder | $24 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |