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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,226 | $99,995+146.2% | $85,063+189.5% | $145,978+68.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.23% | 83.99%-73.8pp | 66.54%-56.3pp | 550.52%-540.3pp |
| Employer contribution / active EE | $30,913 | $3,231+856.7% | $2,727+1033.5% | $4,662+563.1% |
| Participant deferral / active EE | $28,667 | $5,295+441.4% | $4,523+533.8% | $6,690+328.5% |
| Admin fee / account holder | $164 | $7,255-97.7% | $6,155-97.3% | $13,400-98.8% |