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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,172 | $58,258+106.3% | $81,820+46.9% | $80,925+48.5% |
| Participation rate | 98.5% | 63.5%+35.0pp | 72.4%+26.1pp | 67.7%+30.8pp |
| Annual return | 15.95% | 41.76%-25.8pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $9,283 | $2,345+295.8% | $2,915+218.4% | $2,756+236.8% |
| Participant deferral / active EE | $9,792 | $3,284+198.2% | $4,323+126.5% | $4,299+127.8% |
| Admin fee / account holder | $247 | $4,976-95.0% | $7,391-96.7% | $6,940-96.4% |