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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,352 | $45,119+408.3% | $85,126+169.4% | $74,429+208.1% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 11.49% | 26.28%-14.8pp | 66.63%-55.1pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $10,102 | $1,460+591.7% | $2,731+269.8% | $2,625+284.8% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |