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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,315 | $55,470+347.7% | $155,556+59.6% | $74,478+233.4% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 22.78% | 269.80%-247.0pp | 64.84%-42.1pp | 1370.56%-1347.8pp |
| Employer contribution / active EE | $7,692 | $2,267+239.4% | $4,675+64.5% | $2,626+192.9% |
| Participant deferral / active EE | $4,705 | $2,838+65.8% | $5,631-16.4% | $4,350+8.1% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |