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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,699 | $167,362+37.2% | $143,799+59.7% | $134,532+70.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $10,837 | $5,620+92.8% | $4,952+118.8% | $4,741+128.6% |
| Participant deferral / active EE | $12,081 | $6,447+87.4% | $5,638+114.3% | $6,401+88.7% |
| Admin fee / account holder | $11 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |