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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,404 | $63,342+224.3% | $92,236+122.7% | $70,131+192.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.83% | 530.15%-516.3pp | 176.29%-162.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,786 | $2,471-27.7% | $3,679-51.5% | $2,342-23.8% |
| Participant deferral / active EE | $9,488 | $2,854+232.5% | $3,897+143.5% | $3,332+184.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |