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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,837 | $106,008+34.7% | $92,240+54.9% | $147,586-3.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.29% | 50.05%-30.8pp | 176.29%-157.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $2,252 | $4,333-48.0% | $3,680-38.8% | $4,876-53.8% |
| Participant deferral / active EE | $12,514 | $4,478+179.4% | $3,897+221.1% | $5,439+130.1% |
| Admin fee / account holder | $6 | $6,333-99.9% | $5,194-99.9% | $10,886-99.9% |