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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,485 | $175,212+41.2% | $149,682+65.3% | $139,427+77.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.01% | 166.63%-155.6pp | 134.35%-123.3pp | 373.27%-362.3pp |
| Employer contribution / active EE | $4,579 | $5,475-16.4% | $4,818-5.0% | $4,752-3.6% |
| Participant deferral / active EE | $20,533 | $6,520+214.9% | $5,681+261.5% | $6,711+206.0% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,404-99.9% |