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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,396 | $160,028+20.2% | $147,080+30.8% | $145,884+31.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 98.60%-81.5pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $13,790 | $5,286+160.9% | $4,933+179.5% | $4,662+195.8% |
| Participant deferral / active EE | $28,088 | $8,422+233.5% | $8,066+248.2% | $6,690+319.9% |
| Admin fee / account holder | $91 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |