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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,509 | $88,672+101.3% | $105,223+69.6% | $82,448+116.5% |
| Participation rate | 94.8% | 67.9%+26.9pp | 75.0%+19.8pp | 68.1%+26.8pp |
| Annual return | 38.78% | 30.86%+7.9pp | 180.65%-141.9pp | 41.64%-2.9pp |
| Employer contribution / active EE | $11,336 | $3,048+271.9% | $3,689+207.3% | $2,551+344.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |