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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,533 | $87,546+123.3% | $75,784+158.0% | $125,389+55.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 61.88% | 13.49%+48.4pp | 9.68%+52.2pp | 282.24%-220.4pp |
| Employer contribution / active EE | $11,528 | $3,930+193.3% | $3,323+246.9% | $4,866+136.9% |
| Participant deferral / active EE | $24,000 | $4,230+467.4% | $3,652+557.2% | $5,352+348.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |