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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,356 | $93,346+99.6% | $71,796+159.6% | $273,972-32.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.81% | 130.39%-125.6pp | 78.04%-73.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $14,068 | $2,733+414.7% | $1,924+631.0% | $4,869+188.9% |
| Participant deferral / active EE | $8,000 | $3,475+130.2% | $2,794+186.3% | $5,287+51.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |