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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,542 | $69,252+121.7% | $64,099+139.5% | $139,456+10.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.87% | 45.89%-28.0pp | 33.70%-15.8pp | 373.45%-355.6pp |
| Employer contribution / active EE | $9,148 | $3,184+187.3% | $2,748+232.9% | $4,753+92.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $293 | $4,248-93.1% | $3,070-90.4% | $11,407-97.4% |