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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,517 | $108,882+108.0% | $96,754+134.1% | $154,746+46.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.33% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,749 | $3,018-8.9% | $2,679+2.6% | $4,379-37.2% |
| Participant deferral / active EE | $9,013 | $5,323+69.3% | $4,758+89.4% | $6,730+33.9% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |