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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,109 | $210,698+6.4% | $178,014+25.9% | $145,959+53.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.37% | 386.27%-369.9pp | 294.80%-278.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $20,357 | $4,567+345.7% | $3,950+415.4% | $4,661+336.8% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,689+204.0% |
| Admin fee / account holder | $208 | $12,016-98.3% | $10,362-98.0% | $13,398-98.4% |