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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,338 | $108,695+2.4% | $74,722+49.0% | $152,897-27.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 18.79% | 114.11%-95.3pp | 753.11%-734.3pp | 345.43%-326.6pp |
| Employer contribution / active EE | $6,406 | $1,504+325.9% | $1,084+490.9% | $4,764+34.5% |
| Participant deferral / active EE | $3,125 | $2,712+15.2% | $1,963+59.2% | $5,851-46.6% |
| Admin fee / account holder | $224 | $4,906-95.4% | $3,335-93.3% | $11,599-98.1% |