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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,688 | $70,366+74.4% | $66,674+84.0% | $138,895-11.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.21% | 386.41%-365.2pp | 321.24%-300.0pp | 145.39%-124.2pp |
| Employer contribution / active EE | $4,960 | $2,765+79.4% | $2,620+89.3% | $4,194+18.3% |
| Participant deferral / active EE | $7,307 | $4,374+67.0% | $4,084+78.9% | $6,396+14.2% |
| Admin fee / account holder | $146 | $5,262-97.2% | $5,098-97.1% | $12,562-98.8% |