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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,109 | $125,193+36.7% | $105,591+62.0% | $145,978+17.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.32% | 225.53%-207.2pp | 116.43%-98.1pp | 550.52%-532.2pp |
| Employer contribution / active EE | $10,056 | $3,718+170.4% | $3,166+217.6% | $4,662+115.7% |
| Participant deferral / active EE | $5,777 | $5,708+1.2% | $5,008+15.3% | $6,690-13.6% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |