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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,445 | $90,617+55.0% | $79,476+76.7% | $135,382+3.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.86% | 977.57%-965.7pp | 718.21%-706.4pp | 519.77%-507.9pp |
| Employer contribution / active EE | $7,736 | $3,068+152.2% | $2,800+176.2% | $4,779+61.9% |
| Participant deferral / active EE | $14,434 | $4,050+256.3% | $3,704+289.7% | $5,609+157.3% |
| Admin fee / account holder | $207 | $5,907-96.5% | $5,113-96.0% | $10,829-98.1% |