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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,974 | $108,942+35.8% | $100,415+47.4% | $145,897+1.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 58.27%-46.9pp | 49.47%-38.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $6,919 | $4,422+56.5% | $3,943+75.5% | $4,663+48.4% |
| Participant deferral / active EE | $15,930 | $8,461+88.3% | $8,091+96.9% | $6,689+138.1% |
| Admin fee / account holder | $25 | $9,702-99.7% | $7,906-99.7% | $13,390-99.8% |