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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,146 | $108,912+101.2% | $100,383+118.3% | $145,959+50.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 57.96%-44.1pp | 49.26%-35.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,050 | $8,451-4.7% | $8,086-0.4% | $6,689+20.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |