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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,031 | $69,230+187.5% | $64,085+210.6% | $139,427+42.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.01% | 45.89%-27.9pp | 33.69%-15.7pp | 373.27%-355.3pp |
| Employer contribution / active EE | $18,492 | $3,182+481.1% | $2,747+573.1% | $4,752+289.2% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $4,246-100.0% | $3,069-100.0% | $11,404-100.0% |