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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,042 | $109,372+87.5% | $89,414+129.3% | $158,966+29.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.39% | 345.55%-336.2pp | 245.50%-236.1pp | 302.95%-293.6pp |
| Employer contribution / active EE | $9,453 | $3,171+198.1% | $2,586+265.5% | $4,762+98.5% |
| Participant deferral / active EE | $17,375 | $4,598+277.9% | $3,890+346.7% | $5,983+190.4% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |