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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,328 | $108,897+47.2% | $100,378+59.7% | $145,877+9.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.93% | 58.17%-46.2pp | 49.41%-37.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $9,310 | $4,420+110.6% | $3,942+136.2% | $4,663+99.6% |
| Participant deferral / active EE | $15,565 | $8,455+84.1% | $8,087+92.5% | $6,691+132.6% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |