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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,397 | $165,399+42.3% | $149,745+57.2% | $158,982+48.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.42% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $9,638 | $5,105+88.8% | $4,646+107.5% | $4,763+102.4% |
| Participant deferral / active EE | $11,041 | $7,183+53.7% | $6,843+61.3% | $5,983+84.5% |
| Admin fee / account holder | $133 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |