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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,208 | $160,040+35.7% | $147,096+47.7% | $145,877+48.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $16,552 | $5,289+212.9% | $4,936+235.3% | $4,663+255.0% |
| Participant deferral / active EE | $18,343 | $8,429+117.6% | $8,071+127.3% | $6,691+174.2% |
| Admin fee / account holder | $14 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |