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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,906 | $107,363+13.5% | $92,909+31.2% | $152,897-20.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.16% | 145.63%-123.5pp | 109.44%-87.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $12,578 | $4,222+197.9% | $3,653+244.3% | $4,764+164.1% |
| Participant deferral / active EE | $10,195 | $4,848+110.3% | $4,238+140.6% | $5,851+74.2% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,795-99.9% | $11,599-100.0% |