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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,063 | $89,367+158.6% | $141,191+63.7% | $72,975+216.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.69% | 111.87%-87.2pp | 71.41%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $8,262 | $3,115+165.3% | $4,736+74.5% | $2,440+238.6% |
| Participant deferral / active EE | $9,370 | $5,419+72.9% | $6,710+39.6% | $3,608+159.7% |
| Admin fee / account holder | $193 | $5,957-96.8% | $10,264-98.1% | $5,124-96.2% |