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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,668 | $105,160+61.3% | $94,679+79.2% | $139,456+21.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.63% | 38.04%-19.4pp | 156.75%-138.1pp | 373.45%-354.8pp |
| Employer contribution / active EE | $19,555 | $4,107+376.2% | $3,673+432.4% | $4,753+311.5% |
| Participant deferral / active EE | $18,794 | $7,599+147.3% | $7,417+153.4% | $6,711+180.0% |
| Admin fee / account holder | $20 | $8,988-99.8% | $7,233-99.7% | $11,407-99.8% |