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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,680 | $103,038+136.5% | $90,324+169.8% | $152,909+59.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.06% | 95.25%-84.2pp | 78.15%-67.1pp | 345.46%-334.4pp |
| Employer contribution / active EE | $6,999 | $3,141+122.9% | $2,856+145.1% | $4,764+46.9% |
| Participant deferral / active EE | $12,471 | $4,282+191.2% | $3,885+221.0% | $5,851+113.1% |
| Admin fee / account holder | $53 | $6,177-99.1% | $5,356-99.0% | $11,601-99.5% |