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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,146 | $108,942+101.2% | $100,415+118.2% | $145,897+50.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 58.27%-44.4pp | 49.47%-35.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,050 | $8,461-4.9% | $8,091-0.5% | $6,689+20.3% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |