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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,486 | $154,193+34.6% | $130,045+59.5% | $139,466+48.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.71% | 32.51%-9.8pp | -137.30%+160.0pp | 373.66%-351.0pp |
| Employer contribution / active EE | $5,266 | $5,292-0.5% | $4,321+21.9% | $4,754+10.8% |
| Participant deferral / active EE | $12,983 | $6,709+93.5% | $5,820+123.1% | $6,712+93.4% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |