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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,703 | $175,212-51.7% | $149,682-43.4% | $139,427-39.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.58% | 166.63%-145.1pp | 134.35%-112.8pp | 373.27%-351.7pp |
| Employer contribution / active EE | $7,653 | $5,475+39.8% | $4,818+58.8% | $4,752+61.1% |
| Participant deferral / active EE | $20,000 | $6,520+206.8% | $5,681+252.1% | $6,711+198.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |