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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,868 | $166,131+33.5% | $164,975+34.5% | $145,877+52.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.17% | 100.37%-91.2pp | 70.12%-61.0pp | 551.28%-542.1pp |
| Employer contribution / active EE | $46,000 | $5,276+771.9% | $4,343+959.3% | $4,663+886.5% |
| Participant deferral / active EE | $26,750 | $6,962+284.2% | $6,033+343.4% | $6,691+299.8% |
| Admin fee / account holder | $273 | $16,648-98.4% | $12,688-97.8% | $13,402-98.0% |