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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,164 | $209,422+18.0% | $178,503+38.5% | $158,982+55.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.82% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $14,059 | $5,707+146.4% | $5,011+180.6% | $4,763+195.2% |
| Participant deferral / active EE | $13,952 | $5,955+134.3% | $5,202+168.2% | $5,983+133.2% |
| Admin fee / account holder | $193 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |