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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,602 | $106,247+12.6% | $147,096-18.7% | $77,714+53.9% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 22.33% | 56.87%-34.5pp | 419.75%-397.4pp | 31.26%-8.9pp |
| Employer contribution / active EE | $7,189 | $4,069+76.7% | $4,936+45.6% | $2,727+163.6% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $6 | $338-98.3% | $13,005-100.0% | $433-98.7% |