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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,041 | $105,158+17.0% | $94,672+30.0% | $139,487-11.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 37.71% | 38.11%-0.4pp | 156.89%-119.2pp | 373.84%-336.1pp |
| Employer contribution / active EE | $30,050 | $4,107+631.6% | $3,673+718.1% | $4,755+532.0% |
| Participant deferral / active EE | $18,333 | $7,599+141.3% | $7,417+147.2% | $6,713+173.1% |
| Admin fee / account holder | -$1,031 | $8,972-111.5% | $7,222-114.3% | $11,407-109.0% |