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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,602 | $106,110+12.7% | $147,005-18.6% | $77,671+54.0% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 22.33% | 56.77%-34.4pp | 418.76%-396.4pp | 31.21%-8.9pp |
| Employer contribution / active EE | $7,189 | $4,065+76.9% | $4,934+45.7% | $2,726+163.7% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $6 | $338-98.3% | $13,006-100.0% | $430-98.7% |