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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,315 | $55,472+347.6% | $155,567+59.6% | $74,546+233.1% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 22.78% | 268.72%-245.9pp | 64.74%-42.0pp | 1366.03%-1343.3pp |
| Employer contribution / active EE | $7,692 | $2,269+239.0% | $4,674+64.6% | $2,624+193.1% |
| Participant deferral / active EE | $4,705 | $2,838+65.8% | $5,628-16.4% | $4,347+8.2% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |