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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,352 | $44,984+409.8% | $85,009+169.8% | $74,546+207.7% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 11.49% | 26.25%-14.8pp | 66.47%-55.0pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $10,102 | $1,458+592.8% | $2,728+270.2% | $2,624+284.9% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,208-100.0% | $6,153-100.0% | $1,944-100.0% |