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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,434 | $88,982+11.7% | $102,438-2.9% | $77,671+28.0% |
| Participation rate | 92.8% | 80.9%+11.8pp | 76.5%+16.3pp | 70.6%+22.2pp |
| Annual return | 238.83% | 25.01%+213.8pp | 29.37%+209.5pp | 31.21%+207.6pp |
| Employer contribution / active EE | $5,161 | $2,698+91.3% | $3,024+70.7% | $2,726+89.3% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $7 | $236-96.8% | $9,448-99.9% | $430-98.3% |