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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,818 | $98,240+112.6% | $82,313+153.7% | $147,585+41.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.64% | 30.85%-20.2pp | 25.88%-15.2pp | 578.56%-567.9pp |
| Employer contribution / active EE | $10,971 | $3,192+243.7% | $2,428+351.8% | $4,876+125.0% |
| Participant deferral / active EE | $9,375 | $4,383+113.9% | $3,706+153.0% | $5,439+72.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |