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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,014 | $175,259+18.7% | $149,723+38.9% | $139,487+49.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 65.91% | 166.82%-100.9pp | 134.50%-68.6pp | 373.84%-307.9pp |
| Employer contribution / active EE | $2,312 | $5,478-57.8% | $4,821-52.0% | $4,755-51.4% |
| Participant deferral / active EE | $12,832 | $6,522+96.8% | $5,682+125.8% | $6,713+91.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |